Home Alts News Former UBS Duo Launch Indie Practice with LPL Financial

Former UBS Duo Launch Indie Practice with LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that former UBS financial advisors Brendan Biruk and Dan Rattigan joined the firm and launched their new independent practice.

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that former UBS financial advisors Brendan Biruk and Dan Rattigan joined the firm and launched their new independent practice, Washington Crossing Financial Group. The advisors serve approximately $245 million in brokerage, advisory and retirement plan assets.

The new practice is located in Washington Crossing, Pennsylvania and offers comprehensive financial planning and wealth management strategies. As fiduciaries, the advisors also provide consultation for corporate retirement plans.

“We started in a program at a former company over 20 years ago. We were the only ones left when the program ended, so we decided to partner that day and have taken a team approach since the very beginning,” Rattigan said.

Leslie Gabell Crilley joined the team as a wealth management associate in 2009.

LPL Financial provides service to approximately $810 billion in brokerage and advisory assets as of September 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,168 financial advisors.

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