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Former Wells Fargo Advisor with $175 Million in Assets Joins LPL

Former Wells Fargo Advisor with $175 Million in Assets Joins LPL. Adviser, broker, broker-dealer, financial services, investment adviser, registered investment advisor, RIA
Former Wells Fargo Advisor with $175 Million in Assets Joins LPL. Adviser, broker, broker-dealer, financial services, investment adviser, registered investment advisor, RIA

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Aaron Cizon has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Cizon Group Wealth Management of LPL Financial.

Cizon, who joined from Wells Fargo Advisors, reported having served approximately $175 million in advisory, brokerage and retirement plan assets. The company says he will be the “anchor tenant” in a new Linsco office in Greenville, South Carolina.

Cizon is a 16-year industry veteran who is joined by longtime client services associate Julie Willis.

“My methodology for working with clients is simple: Listen and listen some more,” Cizon said. “Once I understand their personal, family and work dynamic, then we can work together on goals-based investment strategies and planning for a more successful financial future.”

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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