Lpl financial welcomes frank financial concepts

San diego, may 28, 2024 (globe newswire) -- lpl financial llc announced today that financial advisors roger frank and michael ward, cfp®, of frank financial concepts have joined lpl financial's broker-dealer, ria and custodial platforms. they reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join lpl from berthel fisher & co.
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