LPL Welcomes Sunny Day Financial
LPL Financial announced that advisor Dawn Parks and her practice, Sunny Day Financial, have joined its broker-dealer and RIA platforms from Cetera Wealth Services. The move brings approximately $150 million in advisory, brokerage, and retirement plan assets to LPL, with Parks citing the firm's scale and self-clearing platform as key drivers.
Key figures
- Total aum
- $2.3 trillion
- Advisor count
- more than 32,000
- Recruited assets
- $150 million
AI analysis
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