LPL Financial: Zarra Wealth joins broker-dealer, RIA platforms

LPL Financial (LPLA) that the advisors of Zarra Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor platform. They reported serving approximately $270M in advisory, brokerage and retirement plan assets and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, James Kelly and Michele Welch. They bring 48 years of collective financial industry experience focusing on families, pre-retiree and retiree clients. The team in particular prides itself on achieving the rigorous CFP designation and providing the utmost in fiduciary guidance to their clients.