LPL Financial announced Monday that David Dobrusin, an Arizona-based advisor managing $200 million in assets, is shifting to LPL from Cambridge Investment Research.
Dobrusin is both a CPA and a certified financial planner and had started an accounting firm before becoming an advisor. He has 12 years of experience, according to his BrokerCheck report.
“It is critical to discuss complex tax and investment strategies clearly and in a manner that resonates with our clients to help them navigate markets and these current financial times,” Dobrusin said in a statement. “LPL has the size and scale to enable us access to world-class resources along with integrated resources and alternatives for our clients, while also maintaining their freedom of choice.”
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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