LPL Financial adds Fortress Financial Planning with $150M in assets
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LPL Financial Welcomes Fortress Financial Planning
June 15, 2026 8:55 AM EDTSAN DIEGO, June 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Fortress Financial Planning have joined LPL Financials broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC® and James Darden, JD, reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from MassMutual.
Based in the Detroit metro area, Fortress Financial Planning serves a diverse client base that includes pre-retirees, retirees and... More
