LPL Financial Welcomes Helmsman Financial Strategies

January 9, 2024

https://www.globenewswire.com/news-release/2024/01/09/2806313/29579/en/LPL-Financial-Welcomes-Helmsman-Financial-Strategies.html

SAN DIEGO, Jan. 09, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Peter Manning, CPA, PFS of Helmsman Financial Strategies has joined LPL Financials’ broker-dealer, RIA and custodial platforms. The firm reported serving about 200 individual clients with approximately $175 million in advisory assets* and joins LPL from Cambridge.

Read more at globenewswire.com

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