Continuity Private Wealth launches with support from LPL Strategic Wealth Services
SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a new independent practice, Continuity Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $1 billion in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.