LPL nabs advisor managing $300 million from Valic

LPL nabs advisor managing $300 million from Valic
Timothy Lanier’s firm in Neptune Beach, Florida, focuses on serving doctors and health care executives.
MAR 02, 2023

LPL Financial said Thursday that Timothy Lanier, an advisor overseeing $300 million in assets, is joining the firm from Valic Financial Advisors, the broker-dealer for AIG Retirement Services.

Lanier had been affiliated with Valic since 2012 and started his career in 2009 at Edward Jones, according to his BrokerCheck report.

His firm, Lanier Wealth Management in Neptune Beach, Florida, focuses on serving doctors and health care executives.

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