Matt B. Irwin, an advisor in Dallas who manages $160 million in assets, has shifted his affiliation from Ameriprise to LPL Financial.
Irwin’s BrokerCheck report shows he has 24 years of experience, all with Amerprise Financial and a predecessor firm, IDS.
A staffer, Alicia Boone, is making the move to LPL with Irwin.
Irwin said the market volatility in the last two years triggered his search for a new firm.
“I really appreciate LPL’s independent platform where we have more investment choices and increased flexibility in how we serve clients,” he said in a statement. “I now have access to a wide range of products and services that will help us provide clients with differentiated experiences.”
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