Former Wells Fargo Financial Advisor Joins LPL Financial
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Guy Rodgers to its broker-dealer, corporate registered investment advisor, and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Guy Rodgers to its broker-dealer, corporate registered investment advisor, and custodial platforms. He serves approximately $175 million in advisory and brokerage assets and joins from Wells Fargo Financial Advisors Network.
After starting his career as a family lawyer, Rodgers said that he recognized the need for more ethical financial advisors to help people through times of transition, including divorce, injuries or death. He shifted to his new career as an advisor in 2008, launching a practice focused on providing strategies and financial planning to guide clients through transition.
Based in Mansfield, Texas, Guy Rodgers Private Wealth Strategies also has a three member support team, including his wife, Gina, who serves as the firm’s office manager, as well as his assistant Aida Chianappi, who spent 20 years as a paralegal for family lawyers in Texas.
“The last couple of years have been trying on everyone, whether they’re planning to retire, lost a job or suffered the death of a loved one,” Rodgers said. “In the wake of an ongoing pandemic, it’s more important now than ever before to have a knowledgeable and ethical financial advisor to help prepare for the unexpected life events.”
LPL Financial provides service to approximately $1.1 trillion in brokerage and advisory assets as of June 30, 2021. The company supports more than 19,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide.
