LPL Financial Welcomes Five Star Wealth Planning
LPL Financial LLC has announced that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Minnesota, Coleman…
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