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LPL Financial Welcomes Wealth Management and Legacy Planning Group

CHARLOTTE, N.C., Sept. 25, 2023 LPL Financial LLC announced today that financial advisors Angelo Burns, Larisa Holiday, Eli Montoya and Manny Pedroza have joined LPL Financial’s broker-dealer,.

United statesAngelo burnsScott posnerEli montoyaManny pedrozaLegacy planning groupClient services associate melinda martinezFinancial holdings incInvestor relations or pressBusiness developmentLarisa holidayCorebridge financialSenior advisor angelo burnsClient services associate melindaWealth managementVice president

LPL recruits $260 million group focusing on 403(b) plans

A group of advisors with a specialty in 403(b) plans has jumped to LPL Financial from Valic Financial Advisors.

United statesNew mexicoEli montoyaManny pedrozaMelinda martinezAngelo burnsAdvisor groupValic financial advisors incLegacy planning groupAmerican international group incValic financial advisorsWealth managementLarisa holiday

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