LPL’s Gladstone Appoints Former UBS Exec as President of Private Client Group
Gladstone Wealth Group, a registered investment advisor affiliated with LPL Financial, the nation's largest independent broker-dealer, has named Robert Limmer as president of its private client group.
Gladstone Wealth Group, a registered investment advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer, has named Robert Limmer as president of its private client group.
A 30-year veteran of the financial services industry, Limmer joins Gladstone from UBS where he served as complex director for nearly a decade before voluntarily leaving at end of 2017 following changes to UBS’s business model, the company said. In his new role, Limmer will focus on recruiting, coaching, and growing the Gladstone enterprise.
Gladstone was founded in 2013 and services approximately 50 independent financial advisors across its 20 office locations.
LPL Financial provides service to approximately $615 billion in brokerage and advisory assets as of December 31, 2017. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 15,000 financial advisors and 700 financial institutions.
