Father-daughter advisors join LPL Financial to launch Countiss Wealth Management
LPLALPL Financial(LPLA) Newsfilter·2024-07-08 21:00

SAN DIEGO, July 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors Dan Countiss and Olivia Countiss CEPA, AAMS, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, Countiss Wealth Management. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Edward Jones. Based in Flowood, Miss., the advisors have nearly 25 years of combined expe ...