wealth team
Preferred Financial Group
$230MBook of businessas reported in coverage
1Advisors
Battle Creek, MIMarket
1Moves on our record
The lineage
until Aug 26, 2026PRIORHarbour Investments Inc.
Aug 26, 2026CURRENTLPL Financial
Aug 25, 2026team liftoutHarbour Investments → LPL Financial
No published coverage yet.