wealth team
Praxis Financial Partners
$1.1BBook of businessas reported in coverage
4Advisors
Alpharetta, GAMarket
1Moves on our record
The lineage
until Oct 6, 2026PRIORWells Fargo Advisors Financial Network (FiNet)
Oct 6, 2026PRIORLPL Financial
Oct 8, 2026PRIORLPL Financial LLC
Oct 8, 2026CURRENTLPL Financial
Oct 5, 2026team liftoutFiNet → LPL Financial
No published coverage yet.