LPL: $150 Million Firm Fortress Financial Planning Joins Platform
By Amit Chowdhry ● Jun 15, 2026
LPL Financial announced that Fortress Financial Planning has joined its broker-dealer and registered investment advisor platform. Advisors Bassem Moez, CRPC, and James Darden, JD, reported serving approximately $150 million in advisory, brokerage, and retirement plan assets and transitioned to LPL from MassMutual.