LPL Financial Recruits Former Sagepoint Financial Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited Progressive Financial Concepts, a team of financial advisors who collectively serve $450 million in advisory, brokerage and retirement plan assets.
LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited Progressive Financial Concepts, a team of financial advisors who collectively serve $450 million in advisory, brokerage and retirement plan assets.
The team joined LPL from Sagepoint Financial, part of the Advisor Group network of broker-dealers, and aligned with The Wealth Consulting Group, a large enterprise on LPL’s platform.
Based in Scottsdale, Arizona, Progressive Financial includes Kory Budinger, Michael Apsell, Eric Black, Greg Morell, Stan Waldrop and Brian West. The advisors have worked together for more than 20 years and provide multigenerational wealth management and retirement planning for closely held businesses and individuals. They are supported by five administrative staff members.
LPL Financial provides service to approximately $903 billion in brokerage and advisory assets as of December 31, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,287 financial advisors.
