DakotaLogo2024
DakotaLogo2024
Book A Demo

FUNDRAISING NEWS | August 20, 2024

4Point Wealth Management Joins LPL

Tags:

4Point Wealth Management, a Davidson, North Carolina-based team, has joined LPL Financial from Wells Fargo. The team, which reported managing approximately $375 million in assets, joins LPL's Strategic Wealth Services unit, catering to wire house breakaways. 

Founded in 2006, 4Point Wealth Management became independent in 2021 and focuses on helping clients achieve financial independence through comprehensive retirement planning, asset allocation, and goals-based financial planning. The team includes financial advisors Christina McConnell, Laura Long, and Jay Tillman, along with Client Services Manager Randi Derene. 

McConnell began her career in 1997 with Wachovia Securities, while Long joined the industry in 2008 and moved to Wells Fargo in 2009. Tillman started his career with Wells Fargo in 2007. The team’s decision to move to LPL was driven by their desire for greater autonomy and the freedom to expand their business on their terms.

To view the press release, click here. 

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy