Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
May 08, 2024
May 08, 2024
SAN DIEGO, Texas, May 8 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on May 6, 2024:
LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $275 million in advisory, brokerage and retirement plan assets* and join . . .
LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $275 million in advisory, brokerage and retirement plan assets* and join . . .