LPL Financial adds Sound Foundation Wealth Advisors team with $700 million in assets
LPLA•LPL Financial added Boise-based Sound Foundation Wealth Advisors to its broker-dealer and registered investment advisor platforms. The team joined from Cambridge Investment Research Advisors with approximately $700 million in advisory, brokerage and retirement plan assets.
1. Team joins LPL
Sound Foundation Wealth Advisors joined LPL Financial’s broker-dealer and registered investment advisor platforms, bringing approximately $700 million in advisory, brokerage and retirement plan assets from Cambridge Investment Research Advisors. The Boise-based team selected LPL for its technology investments, operational capabilities and support for future growth.
