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LPL Financial has added a six-person Southern California team servicing approximately $410 million in advisory, brokerage and retirement plan assets.
Nexus Wealth Partners joins from Osaic after an eight-month search for a new wealth management firm. The team is led by managing partners Scott D. Nelson and Kamie Abraham, who have over 28 combined years of experience in the industry, accompanied by practice manager Stephanie Kernochan, financial professional associate Christopher Green, and administrative assistants Nikki Sedano and Shana Pugliese.
The group operates out of Westlake Village, CA, and offers comprehensive planning services in retirement, investment, business succession, executive and professional, and estate and charitable giving.
Written By: Dakota
January 10, 2025
January 24, 2025
January 09, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
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