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Former Lincoln Financial Group Advisors with $800 Million in Assets Join LPL Financial

Former Lincoln Financial Group Advisors with $800 Million in Assets Join LPL Financial. Adviser, broker, broker-dealer, financial services, investment adviser, RIA, registered investment advisor

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

The team at Validus reported having served approximately $800 million in advisory, brokerage and retirement plan assets, and joins LPL from Lincoln Financial Group.

Based in Peoria, Arizona, the firm is led by senior partners Ryan S. Kidd and Aaron C. Montez, who collectively have more than 40 years of industry experience. The advisors worked together as colleagues for several years before founding Validus in 2009 as a full service financial advising firm.

They are joined by partner Andy St. John and fellow advisors Andrew Peronia, Andrew Tuell, Marcus Luckeneder, Sean Guill and Kurt Oswald, along with four support staff members.

“At Validus, there is nothing we take more seriously than our reputation of integrity,” Montez said. “We have always been fully committed to putting clients first, and we take into consideration what matters most for each client’s unique financial situation. Following a fiduciary standard, we will act accordingly to provide clients with the utmost confidence that they are on the right track toward financial success.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.

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