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.

0
Comments

What do you think?

View comments

Recommended next

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print