LPL Financial Holdings Inc. Welcomes Coastal Wealth Management Group, Expanding Advisory Services on the Gulf Coast

Reuters
Aug 07
<a href="https://laohu8.com/S/LPLA">LPL Financial Holdings Inc</a>. Welcomes Coastal Wealth Management Group, Expanding Advisory Services on the Gulf Coast

LPL Financial Holdings Inc. announced that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an LPL-affiliated firm. The team, based in Ocean Springs, Mississippi, serves approximately $175 million in advisory, brokerage, and retirement plan assets. Members Lloyd Baxter, George Cumbest, Darryl Meadows, and Timothy Taranto were previously with Osaic and aim to expand their advisory services in the Gulf Coast region.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9507589-en) on August 07, 2025, and is solely responsible for the information contained therein.

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