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Lincoln team managing $800M moves to LPL Financial

Published: September 7, 2023

Validus Financial Associates, which oversaw roughly $800 million at Lincoln Financial, has found a new home at LPL.

Source: investmentnews.com

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United StatesMarcus LuckenederAndrew PeroniaSean GuillKurt OswaldAndrew TuellAaron MontezBryan KiddLincoln Financial GroupValidus Financial AssociatesAxa AdvisorsLincoln FinancialRetiring Whole

LPL Financial Welcomes Validus Financial Associates

Published: September 6, 2023

CHARLOTTE, N.C., Sept. 06, 2023 -- LPL Financial LLC announced today that Validus Financial Associates has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported...

Source: marketscreener.com

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United StatesRyans KiddKurt OswaldScott PosnerSean GuillAaronc MontezAndrew PeroniaMarcus LuckenederAndrew TuellFinancial Holdings IncInvestor Relations Or PressValidus Financial AssociatesLincoln Financial GroupBusiness DevelopmentLincoln FinancialRetiring WholeVice President