LPL Financial Adds FSI Wealth Management

Financial advisors Paul Neves and Darrin Santos have joined LPL Financial with FSI Wealth Management. Previously with Securities America, now part of Osaic, they managed approximately $215 million in assets.

The firm was founded in 1995 by Neves and Santos, who collectively bring 65 years of experience in the financial services sector. Neves contributes 34 years of expertise, including 25 years at Securities America. Both Neves and Santos hold a CFP designation, with Neves also holding a ChFC designation.

Neves and Santos focus on comprehensive financial planning and wealth management. Their practice prides itself on delivering thorough wealth management services by collaborating with CPAs, attorneys, insurance brokers, and other consultants to address every aspect of their clients’ financial needs.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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