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Financial adviser joins LPL Financial
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Financial adviser Peter Heilbron joined LPL Financial LLC's corporate registered investment adviser platform.
Heilbron owns Trace Wealth Advisors, a financial services firm located in Sherman Oaks, Calif., and managed about $1.1 billion of client advisory assets. He plans to focus on serving a smaller number of high-net-worth clients through LPL's technology and performance reporting capabilities.