LPL Financial Welcomes Legacy Retirement Planning
April 18, 2024
April 18, 2024
SAN DIEGO, Texas, April 18 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on April 17, 2024:
LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
Based in Plano, Te . . .
LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.
Based in Plano, Te . . .