LPL Financial Adds Former Oppenheimer Advisor with $220 Million in Client Assets
LPL Financial LLC, the nation’s largest independent broker-dealer, recruited J.R. Frenzel, a Bridgeport, West Virginia-based financial advisor who has aligned with Good Life Companies, an LPL-affiliated broker-dealer and registered investment advisor.
LPL Financial LLC, the nation’s largest independent broker-dealer, recruited J.R. Frenzel, a Bridgeport, West Virginia-based financial advisor who has aligned with Good Life Companies, an LPL-affiliated broker-dealer and registered investment advisor. Frenzel joins from Oppenheimer & Company Inc. and serves approximately $220 million of client brokerage and advisory assets.
Good Life was founded in 2012 by Conor Delaney and co-founder Courtnie Nein and provides financial planning, risk management, investment management, and retirement planning.
Frenzel is launching Good Life Financial Advisors of West Virginia, the firm said.
“J.R. becomes our first West Virginia advisor group. As a leader in his community, he has chosen Good Life for our ability to take him independent but not make him feel alone,” said Delaney, founder and CEO of Good Life. “By handling the non-revenue generating activities, JR gets back in front of his clients faster and more frequently.”
Frenzel started his career as an advisor in 2009, graduated from West Virginia University with a bachelor’s degree in political science, and holds FINRA Series 7 and Series 66 registrations through LPL.
LPL Financial provides service to approximately $684 billion in brokerage and advisory assets as of the first quarter of 2019. 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.
