LPL Financial Welcomes PCC Wealth Partners

  • SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP\u00ae, ChFC\u00ae, CASL\u00ae, and Phillip Owens, MBA, CFP\u00ae, CRPC\u2122, RICP\u00ae, APMA\u2122, have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.