Continuity Private Wealth Launches as Independent Practice with Support from LPL Strategic Wealth Services
SAN DIEGO, Feb. 27, 2024 - LPL Financial LLC recently announced that financial advisors James Jamie P. Debuque, CPFA, CPWA, CRPC, and Timothy M. Baltz, CPFA, CRPC have launched a new independent practice called Continuity Private Wealth. The launch was made possible through their affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. Debuque and Baltz, who have previously served approximately $1 billion in advisory, brokerage, and retirement plan assets, made the move from Merrill Lynch to join LPL.
In a related development, LPL Financial also welcomed financial advisor Cubby Bice MBA, AAMS, CRPC to its broker-dealer, RIA, and custodial platforms. Bice, who joins LPL from Osaic, reported serving approximately $130 million in advisory, brokerage, and retirement plan assets.
Furthermore, LPL Financial has introduced High-Net-Worth Services as part of its efforts to help financial advisors attract and serve high-net-worth investors. This new offering aims to provide an elevated experience and personalized guidance for clients with substantial wealth.
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