LPL adds firm with $1B in assets

VisionPoint Advisory serves corporate retirement plans, private clients

Oct 3, 2013 @ 12:09 pm

By Trevor Hunnicutt

LPL Financial LLC has added a firm that manages about $1 billion in corporate-retirement-plan and private-client investment assets to its network, the nation's largest, according to a statement released Thursday by San Diego-based broker-dealer.

VisionPoint Advisory Group LLC has 12 financial advisers in its West Des Moines, Iowa, headquarters and in satellite offices in Dallas and Sioux Falls, S.D.

Some of the firm's services previously were provided by Securian Financial Services Inc.

VisionPoint was founded in 1981 by James M. Mars.


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