wealth team
Preferred Financial Group
$230MBook of businessas reported in coverage
2Advisors
Battle Creek, MIMarket
1Moves on our record
The lineage
until Sep 10, 2026PRIORHarbour Investments
Sep 10, 2026CURRENTLPL Financial
Sep 9, 2026team liftoutHarbour Investments → LPL Financial
No published coverage yet.