LPL Financial adds Anchor Financial Partners team with $525 million in assets
LPLA•LPL Financial added Vinings, Georgia-based Anchor Financial Partners to its broker-dealer and registered investment advisor platforms. The team joins from Northwestern Mutual with approximately $525 million in advisory, brokerage and retirement plan assets.
1. Team joins LPL
Anchor Financial Partners joined LPL Financial’s broker-dealer and registered investment advisor platforms. The Vinings, Georgia-based team came from Northwestern Mutual and reported approximately $525 million in advisory, brokerage and retirement plan assets.
2. Growth plans
Anchor selected the platform to support organic growth and recruit experienced advisors seeking retirement succession solutions.
