New Jersey team managing $315 million goes from Ameriprise to LPL
Liberty Point Advisors affiliates through Independent Advisor Alliance OSJ.
Liberty Point Advisors, a six-person team managing $315 million in Vineland, New Jersey, has changed affiliation to LPL Financial from Ameriprise Financial.
The team, founded in 2017 and led by Patrick McGrory and Erin Mendez, affiliated through Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial’s hybrid registered investment advisor platform. IAA is based in Charlotte, North Carolina.
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