LPL Financial unit adds PacK Financial advisors to Balmville Wealth Group via broker-dealer, RIA platforms

Reuters2026/07/30 12:55

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LPL Financial Holdings’ subsidiary LPL Financial added advisors Frank Patton, Kimberlee Mott to Balmville Wealth Group via its broker-dealer and RIA platforms.
PacK Financial team reported about $150 million in advisory, brokerage, retirement plan assets; joined from Cetera.
Move targets expanded technology, scale, support to drive practice growth while keeping client service focus.

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: 202607300855PRIMZONEFULLFEED9800505) on July 30, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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LPL Financial unit adds PacK Financial advisors to Balmville Wealth Group via broker-dealer, RIA platforms

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