SAN DIEGO, Texas, May 29 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on May 28, 2024:

LPL Financial LLC announced today that financial advisors Roger Frank and Michael Ward, CFP(R), of Frank Financial Concepts 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 Berthel Fisher & Co.