LPL Financial Welcomes Beacon Financial to Its Platform, Partnering with Momentum Wealth Partners

Reuters

22 May

LPL Financial Welcomes Beacon Financial to Its Platform, Partnering with Momentum Wealth Partners

SAN DIEGO, May 22, 2025 - LPL Financial LLC has announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms. This move aligns Beacon Financial with Momentum Wealth Partners, a firm that supports LPL-affiliated advisors. The Beacon Financial team, consisting of 10 advisors, manages approximately $850 million in advisory, brokerage, and retirement plan assets and transitions to LPL from Cetera. This partnership aims to enhance the client experience through strategic planning, personalized support, and innovative technology solutions.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9456216-en) on May 22, 2025, and is solely responsible for the information contained therein.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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ID: GNW9456216-en) on May 22, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7503","symbol_name":"科技股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250522:nNDL18SsBG:1","article_id":"2537949170","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2537949170","pubTimestamp":1747918521,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"SAN DIEGO, May 22, 2025 - LPL Financial LLC has announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor , and custodial platforms. 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This move aligns Beacon Financial with Momentum Wealth Partners, a firm that supports LPL-affiliated advisors. The Beacon Financial team, consisting of 10 advisors, manages approximately $850 million in advisory, brokerage, and retirement plan assets and transitions to LPL from Cetera. This partnership aims to enhance the client experience through strategic planning, personalized support, and innovative technology solutions.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. 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