LPL Financial Welcomes Northstar Financial Advisors, LLC
Financial advisor Jeneen Slack, founder and partner of Northstar Financial Advisors, has joined LPL Financial's broker-dealer and RIA platform from Raymond James, bringing a practice that reported serving more than $270 million in client assets. Slack has nearly 20 years of industry experience and serves clients throughout the Bay Area from Danville, Calif., with a specialty in divorce financial analysis; business partner Eric Slack joins her in the move.
Key figures
- Lpl advisors supported
- more than 32,000
- Client assets onboarded
- 270000000
- Advisor experience years
- nearly 20
- Platform brokerage advisory assets
- $2.6 trillion
AI analysis
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