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.
Claim 70% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial reports October total advisory, brokerage assets $2.35T
- LPL Financial: Longstreet Wealth joins broker-dealer, RIA platform
- Lone Pine buys Broadcom, exits Intuit in Q3
- LPL Financial launches cash management account to integrate banking, investing
- LPL Financial price target raised to $469 from $463 at BofA