LPL Financial Holdings Inc. announced that Longstreet Wealth Management has joined its broker-dealer and Registered Investment Advisor (RIA) platform. Longstreet Wealth Management, previously affiliated with Raymond James and managing approximately $175 million in client assets, chose LPL for its advanced technology and integration capabilities with existing customer relationship management and AI tools. The transition aims to enhance operational efficiency and provide clients with expanded options, particularly in alternative investments. LPL Financial has expressed its commitment to supporting Longstreet Wealth Management in delivering a sophisticated and personalized client experience.
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: GNW9578304-en) on November 19, 2025, and is solely responsible for the information contained therein.
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