LPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group
SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join from Cetera.
SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join from Cetera.
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