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FUNDRAISING NEWS | November 22, 2024
Tags: Personnel, Financial Advisor Move
LPL Financial-affiliated Good Life Cos. said it has added Sewickley, PA-based Transitions Wealth Management to its advisor network.
Financial advisor Karen Bostick established Transitions Wealth in 2014, and she is joined in the move by client service specialist Christine Paul. Bostick began her career in 1986 with Federated Securities and had been affiliated with the Cetera Advisor Network since 2005, according to her BrokerCheck profile. In her more than 30 years in the industry, Bostick’s experience also includes stints with Mars National Brokerage, J.J.B. Hilliard/W.L. Lyons, and PNC Brokerage Group.
Source: https://www.goodlifeco.com/good-life-welcomes-transitions-wealth-management/
Written By: Dakota
January 27, 2025
September 20, 2024
March 15, 2024
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