Father, Daughter Advisors Join Linsco by LPL Financial
LPLLG Display (LPL) GlobeNewswire News Room·2024-07-01 21:00

SAN DIEGO, July 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch The Zack Wealth Group. They reported serving approximately $290 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Washington, D.C., Jim Zack is a seasoned advisor who has always been intrigued by the stock market. He recalled ...