Former AIG Advisor Jumps to LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Timothy Lanier has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

Lanier reported having served approximately $300 million in advisory, brokerage and retirement plan assets. Prior to LPL, he was with VALIC Financial Advisors, the broker-dealer for AIG Retirement Services.

Based in Neptune Beach, Florida, the team at Lanier Wealth Management provides financial planning and investment advice to a clientele that mostly consists of health care executives and physicians.

“We focus on planning with a purpose, starting with the question ‘What’s your why?,’” and then we build a personal portfolio and financial plan around that,” Lanier said. “It is so fulfilling to help clients make sense of their personal family finances in a way that helps them pursue their larger life goals.”

“We extend a warm welcome to Tim and congratulate him on the move to independence,” Scott Posner, LPL executive vice president, business development, said. “With more freedom and flexibility, financial advisors who choose LPL gain more ability to work smarter and thrive. Our advisors and enterprises are our main focus, and we are steadfast in our commitment to providing them with innovative capabilities and other wealth management resources that deliver value and help meet the relevant needs of their clients. We look forward to supporting Lanier Wealth Management for years to come.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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