LPL Financial Welcomes Auctus Legacy Private Wealth Management
LPLLG Display (LPL) globenewswire.com·2024-05-21 20:55

SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial’s high-net-worth- focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth Management. The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch. Based in Oklahoma City, Okla., Senior Vice President, Wealth ...