Northstar Financial Advisors

What changed

Joined LPL Financial's broker-dealer and RIA platform from Raymond James with her Northstar Financial Advisors practice; reports more than $270M in client assets.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

Certified Financial Planner and Certified Divorce Financial Analyst

Previous role

Not reported

Market

Danville, CA

Reported book

$270M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.