DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | May 31, 2024

LPL Financial Adds FSI Wealth Management

Tags:

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. 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