FUNDRAISING NEWS | September 11, 2024
LPL Financial has added Apex Private Wealth Advisors to its broker-dealer, RIA, and custodial platforms, according to a September 11 news release.
Founded by Brett Howard and Henry DesJardins in 2017, Santa Rosa, CA-based Apex Private Wealth Advisors manages approximately $650M in assets and specializes in tax, retirement, and estate planning, wealth preservation, charitable giving, insurance, and responsible investing.
In the news release, Howard said he made the move to LPL for its advanced technology, operational efficiencies, and broader resources to enhance client service.
To view the press release, click here.
Dakota is a group of extraordinary people who try and do extraordinary things every day while playing at the highest level of professionalism in their domain.
