LPL Financial Welcomes Loomis Wealth Management

  • SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP\u00ae, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company.