Trio managing $170 million switches to LPL from Kestra
The Glen Allen, Virginia-based firm was founded in 2015 and operates as Capstone Financial Partners.
Robert Allen, Marcel Morin and April Davis, who operate as Capstone Financial Partners in Glen Allen, Virginia, have changed their affiliation from Kestra Financial to LPL Financial.
The firm, founded by Allen in 2015, manages approximately $170 million in advisory and brokerage assets. The team includes Brad Gibson, a portfolio strategist, and Stephanie Young, a client services representative.
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