Home Alts News Former Wells Fargo Advisor with $145 Million in Assets Joins LPL Financial

Former Wells Fargo Advisor with $145 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor David W. Rodgers has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms, aligned with existing firm Independent Advisor Group (IAG).

Rodgers, who joined LPL from Wells Fargo Advisors, reported having served approximately $145 million in advisory, brokerage and retirement plan assets.

Based in Broomall, Pennsylvania, Rodgers shifted early on from a career in sales to the financial services industry.

“During the due diligence process, I quickly became impressed with LPL’s depth and breadth of resources, particularly the robust financial planning platform, top-tiered investment strategies and research,” he said. “It was clear that LPL would put my clients in the best position as they seek to maximize their returns and reduce risks, all while receiving a higher level of service. I’m also fortunate to be joining an experienced group of advisors at IAG and will have access to a seasoned support team, localized services, guidance and oversight so that I can stay focused on 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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