Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
LPLALPL Financial(LPLA) Newsfilter·2024-05-07 21:00

SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James "Jim" English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $830 million in advisory, brokerage and retirement plan assets* wh ...