Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform

December 20, 2023

https://www.globenewswire.com/news-release/2023/12/20/2799290/29579/en/Financial-Advisor-Stephen-Freeman-Joins-Citizens-Wealth-Management-and-LPL-s-Institution-Services-Platform.html

SAN DIEGO, Dec. 20, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Stephen Freeman, AIF®, has joined Citizens Wealth Management, the wealth management and financial planning division of Citizens Bank & Trust, and has onboarded to the LPL Institution Services platform. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

Read more at globenewswire.com

Related news for (LPLA)

NASDAQ and NYSE quotes and data are delayed 15 minutes unless indicated otherwise. Market data and exchange information are provided for informational purposes only and is not intended for trading purposes. Neither 24/7 Market News Editors, 247 Market News, or data and content providers shall be liable for any errors or omissions, delays, misquotes or other market information relayed in any press materials. You should Use Realtime data to conduct due diligence before investing or trading, and trading in any stock is risky you could lose all your money.