LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors

CHARLOTTE, N.C. , Feb. 15, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) introduced now that financial advisors Male Blakey, CFP® and Karl Willard, CFP® have joined LPL Financial’s broker-dealer, company registered expenditure advisor (RIA) and custodial platforms, aligned with Synergy Prosperity Alliance, an current LPL company. The advisors described to LPL that they served around $320 million in advisory, brokerage and retirement strategy assets,* and they be part of from Securities The usa, aspect of the Advisor Group network of broker-dealers.

Blakey and Willard fulfilled in 1986 working for the exact same employer. Within just about a yr, the pair – similarly passionate about their get the job done – remaining to observed To start with Monetary Counselors, wherever they used decades advising their shared customers collaboratively. With a target on holistic money assistance and prosperity administration companies, the close-knit staff, based mostly in Altamonte Springs,

Read More