LPL Financial (LPLA) announced that Brandon Wallis of Kupono Wealth Planning has joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. He reported serving approximately $145M in advisory, brokerage, and retirement plan assets and joins LPL from Edward Jones. Kupono Wealth Planning is based in Mililani, Hawaii, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities.
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