LPL Financial says a team of advisors have joined their employee advisor model since Wells fargo, where they had $ 745 million in client assets.
Al winget, Rob benton, and Andrew Robson are affiliated with Linsco by LPL Financial in Charlotte, North Carolina, where they will be the primary tenants of that office, according to LPL.
The team works like the new Winget-Benton Wealth Management by LPL FinanciÃ¨re. The Senior Customer Service Associate is also part of the team Donna Fitzer.
Advisors provide clients with comprehensive financial planning, investment advice and generational wealth planning services, according to LPL.
The Linsco model gives the team more control over their practice without the pressures of managing a company’s operations, according to LPL.
âWe were looking for more freedom to run our business on our own terms, in the best interests of our clients. LPL has distinguished itself as an industry leader, giving us the independence we crave as well as an open architecture to create custom plans cost effectively, âRobson said in a statement.
Robson says the move to LPL will pave the way for the team’s potential transition to a fully registered investment advisory firm in the future.
âI’m 69 years old, but I still find it just as fun to work to help my clients make the most of their wealth and pursue their financial goals and dreams. This move gives me a longer trail to do what I love in a place where I can have fun doing it. Winget said in a statement.
This is the second Linsco office opened in North Carolina this year, after opening its office in Raleigh in July, according to LPL.
Winget began his career in the industry in 1984 at Marion Bass Securities, where he had been registered for three years, according to his BrokerCheck save. Prior to joining LPL, he was registered with Wells Fargo for 15 years.
Benton began his career in the industry in 1997 at Morgan stanley, where he had been listed for eight years, according to his BrokerCheck file. Prior to joining LPL, he was registered with Wells Fargo for 15 years.
Robson began his career in the industry in 2015 at Wells Fargo, where he was registered for six years, according to his BrokerCheck file.