LPL Financial Adds $130 Million Credit Union Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Power Investment Services at Power Financial Credit Union to its broker-dealer and corporate registered investment advisor platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Power Investment Services at Power Financial Credit Union to its broker-dealer and corporate registered investment advisor platforms. Power Investment Services, which has approximately $130 million of client brokerage and advisory assets, joins program joins LPL from CUSO Financial Services.
The credit union has six branches throughout South Florida, with investment services provided by financial advisors Legna Gonzalez and Curtis Dabros. Gonzalez, vice president of investments, has more than 15 years of experience in the financial services industry.
Gonzalez and Dabros, a veteran of the institution who helped to develop the credit union’s investment program, offer financial planning as well as investment advice to help members work toward short-term and long-term financial goals.
LPL Financial provides service to approximately $681 billion in brokerage and advisory assets as of the third quarter of 2018. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 16,000 financial advisors and 700 financial institutions.
