LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
LPLALPL Financial(LPLA) Newsfilter·2024-04-23 21:00

SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL- affiliated advisors. They reported serving approximately $415 million in advisory, brokerage and retirement plan assets*, and join LPL from PNC Investments. With the move, the team – which shares more than 75 ...