wealth team
Northstar Financial Advisors
$270MBook of businessas reported in coverage
1Advisors
Danville, CAMarket
1Moves on our record
The lineage
until Sep 14, 2026PRIORRaymond James
Sep 14, 2026CURRENTLPL Financial
Sep 11, 2026breakawayRaymond James → LPL Financial
No published coverage yet.