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LPL Financial Welcomes Concentric Wealth Management
Sentiment:Positive (70)
Summary
SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
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Read Full ArticleArticle published on August 28, 2025 by globenewswire