LPL Financial Welcomes Journey Financial
May 03, 2024
May 03, 2024
SAN DIEGO, Texas, May 3 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on May 1, 2024:
LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP(R), and Max Neese, CFP(R) 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 Cambridge.
Heisterkamp, an ad . . .
LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP(R), and Max Neese, CFP(R) 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 Cambridge.
Heisterkamp, an ad . . .