LPL Financial announced that financial advisor Justin Souma, CFP, AAMS, returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving about $190 million in advisory, brokerage, and retirement plan assets and joins LPL from Benjamin F. Edwards & Co.
With this transition, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment planning and wealth management for individuals, multigenerational families, non-profits and corporations. He is supported by Client Services Associate Barbara Fish.
Souma has worked in the financial services industry since 2004 and is passionate about educating clients and helping them to financial independence. His services include advisory portfolios, financial planning, investment strategies, retirement planning, and tax strategies.
KEY QUOTES:
“During the due diligence process, I was highly impressed by the changes that LPL has made in recent years, especially in terms of all the innovative technology to help make our business easier to operate and less restrictive. The online client portal and Account View offer a streamlined, user-friendly experience for my clients to keep track of all their information.”
- Justin Souma
“We are proud to welcome Justin back to LPL and to support the launch of Hickory Ridge Wealth Advisors. We are honored Justin recognized we have the stability to serve as a long-term partner to his growing firm and clients. At LPL, we are deeply committed to our advisors’ success and will continue to invest in capabilities designed to help them thrive.”
- Scott Posner, LPL Executive Vice President, Business Development
