Preferred Financial Group

What changed

Father-and-son team joined LPL's broker-dealer and RIA platforms from Harbour Investments, reporting about $230 million in assets.

Reported / discovered

Sep 9, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Battle Creek, MI

Reported book

$230M

Reported team size

2 people

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.