LPL recruits $260 million group focusing on 403(b) plans
From left: Larissa Holiday, Eli Montoya, Melinda Martinez and Angelo Burns
The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.
A group of financial advisors with $260 million in client assets and a specialty in retirement programs for schools, universities and hospitals, known as 403(b) plans, has jumped from Valic Financial Advisors Inc. to LPL Financial.
The diverse practice is headquartered in Albuquerque, New Mexico,
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