LPL Financial LLC, the nation’s largest independent broker-dealer, announced today that financial advisor Dustin Mac Brown has joined LPL Financials’ broker-dealer, registered investment advisor and custodial platforms.
He reported having served approximately $190 million in advisory, brokerage and retirement plan assets, and joins LPL from Cetera Advisors.
Based in Scottsdale, Arizona, LPL says Brown is a financial strategist with a passion for financial education.
DM Brown Financial Services specializes in creating personalized comprehensive financial and investment strategies for each client based on goals, risks, results, taxes, complexities and costs.
Brown is supported by client services associates Dana Niedzwiecki, Tom Martinet and Paige Melzer.
“I spent the first decade of my career as an employee and the second decade as an independent advisor, working directly for the client,” he said. “As I approach my third decade, it’s very important to have mature, integrated systems that provide the premium customer experience that our clients deserve. That’s why as a group, the team has decided to migrate over to LPL’s environment. We are excited about the innovative resources and integrated systems available at LPL, and we believe this will allow us to provide enhanced services for our clients.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
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