Business
LPL Financial Welcomes Hickory Ridge Wealth Partners
SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co. With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment planning and wealth management for individuals, multigenerational families, non-profits and corporations. He is supported by Client Services Associate Barbara Fish. Souma has been in the financial services industry since 2004 and is passionate about educating clients and helping them on the path to financial independence. His services include advisory portfolios, financial planning, investment strategies, retirement planning and tax strategies. He firmly embraces the principle of putting his clients first and working with them in an atmosphere characterized by integrity and mutual respect. Recognizing a need for a new wealth management partner, Souma interviewed several firms before choosing LPL as the best fit for his business. “During the due diligence process, I was highly impressed by the changes that LPL has made in recent years, especially in terms of all the innovative technology to help make our business easier to operate and less restrictive,” Souma said. “The online client portal and Account View offer a streamlined, user-friendly experience for my clients to keep track of all their information.” Souma is also impressed with LPL’s Research professionals and resources that offer strategic market insights. By having access to this seasoned team, Souma says he will be able to serve clients “with the highest level of service and guidance.” Scott Posner, LPL Executive Vice President, Business Development, said, “We are proud to welcome Justin back to LPL and to support the launch of Hickory Ridge Wealth Advisors. We are honored Justin recognized we have the stability to serve as a long-term partner to his growing firm and clients. At LPL, we are deeply committed to our advisors’ success and will continue to invest in capabilities designed to help them thrive.” Related Advisors, find your perfect fit at LPL. About LPL FinancialLPL Fi...