LPL Financial Welcomes Cornerstone Financial Advisers
LPLLG Display (LPL) globenewswire.com·2024-05-20 21:00

SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, individuals and ...