Workflow
LPL Financial Welcomes Frontline Investment Advisors
LPLLG Display (LPL) GlobeNewswire News Room·2024-12-04 13:55

Core Insights - LPL Financial LLC has welcomed financial advisors Amanda Miller, Devin Richard, and Jonathan Vila from Frontline Investment Advisors, who collectively manage approximately 550millioninadvisory,brokerage,andretirementplanassets[1][11]−Theadvisorshavearound50yearsofcombinedexperience,focusingonprovidinginvestmentadvicetofrontlineworkers,includingschoolemployeesandmedicalpersonnel[2]−TheteamspecializesintheFloridaRetirementSystemandhealthcare403(b)plans,emphasizingacollaborativeapproachtoenhanceclientservice[3]CompanyTransition−Theadvisors′movetoLPLFinancialwastheresultofathoroughsearchforawealthmanagementfirmthatalignswiththeirbusinessgrowthobjectives[4]−RichardhighlightedthatLPL′salignmentwiththeirvisionforgrowthandservicewasakeyfactorintheirdecision,allowingthemtoofferabroaderrangeofinvestmentstrategiesandimprovedclientexperiences[5]LPLFinancialOverview−LPLFinancialHoldingsInc.isoneofthefastest−growingwealthmanagementfirmsintheU.S.,supportingover28,000financialadvisorsandmanagingapproximately550 million in advisory, brokerage, and retirement plan assets [1][11] - The advisors have around 50 years of combined experience, focusing on providing investment advice to frontline workers, including school employees and medical personnel [2] - The team specializes in the Florida Retirement System and healthcare 403(b) plans, emphasizing a collaborative approach to enhance client service [3] Company Transition - The advisors' move to LPL Financial was the result of a thorough search for a wealth management firm that aligns with their business growth objectives [4] - Richard highlighted that LPL's alignment with their vision for growth and service was a key factor in their decision, allowing them to offer a broader range of investment strategies and improved client experiences [5] LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and managing approximately 1.7 trillion in brokerage and advisory assets for around 6 million Americans [7] - The firm provides various advisor affiliation models, investment solutions, and fintech tools, ensuring flexibility for advisors and institutions [7]