Guy Rodgers, whose practice at Wells Fargo Financial Advisors Network managed $175 million, has affiliated with LPL Financial and will use its broker-dealer and corporate registered investment adviser platforms.
Rodgers, an attorney who began his securities career in 2008 at Edward Jones, moved to FiNet in 2016.
His firm, Guy Rodgers Private Wealth Strategies, is based in Mansfield, Texas.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income