Lpl financial and momentum wealth partners welcome beacon financial

San diego, may 22, 2025 (globe newswire) -- lpl financial llc announced today that beacon financial has joined lpl financial's broker-dealer, registered investment advisor (ria) and custodial platforms, aligning with momentum wealth partners, an existing firm supporting lpl-affiliated advisors. the beacon financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets* and joins lpl from cetera.
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