LPL Financial said Thursday that a team headed by advisors Eric Fenton and Rodney Wangler, which oversaw $300 million in assets at Securities America, which is part of Advisor Group, have joined LPL.
Their Vancouver, Washington-based firm, Fenton Wangler Financial, will be aligned with JFC Advisor Network.
The two advisors founded their firm in 2001.
In a statement, Fenton cited LPL’s technology as one of the factors behind their decision to join the firm. “LPL invests heavily in its innovative technology, which is critical to keep pace in this ever-changing environment,” he said.
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The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
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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
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
