Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
LPLALPL Financial(LPLA) Newsfilter·2024-05-06 21:00

SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $275 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. After beginning his career in Silicon Valley, followed by a brief stint in medical sales, Sheffield recogniz ...