LPLA - LPL Financial Welcomes Hickory Ridge Wealth Partners | Benzinga
SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co.
With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment planning and wealth management for individuals, multigenerational families, non-profits and corporations. He is supported by Client Services Associate Barbara Fish.
Souma has been in the financial services industry since 2004 and is passionate about educating clients and helping them on the path to financial independence. His services include advisory portfolios, financial planning, investment strategies, retirement planning and tax strategies. He firmly embraces the principle of putting his clients first and working with them in an atmosphere characterized by integrity and mutual respect.
Recognizing a need for a new wealth management partner, Souma interviewed several firms before choosing LPL as the best fit for his business.
"During the due diligence process, I was highly impressed by the changes that LPL has made in recent years, especially in ...