LPL Financial Welcomes CoastPoint Financial, LLC
February 17, 2024
February 17, 2024
SAN DIEGO, California, Feb. 17 -- LPL Financial LLC, a company that provides support from independent financial advisors to financial institutions, issued the following news release on Feb. 15, 2024:
LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financia . . .
LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financia . . .