LPL Financial unit adds PacK Financial advisors to Balmville Wealth Group via broker-dealer, RIA platforms
LPLA•LPL Financial adds PacK Financial advisors to Balmville Wealth Group
LPL Financial Holdings’ subsidiary LPL Financial added advisors Frank Patton and Kimberlee Mott to Balmville Wealth Group via its broker-dealer and RIA platforms.
PacK Financial team reported about $150 million in advisory, brokerage, and retirement plan assets and joined from Cetera.
The move targets expanded technology, scale, and support to drive practice growth while keeping client service focus.
