LPL Financial, Expert Wealth Advisors Invite Financial Advisor Bryan Schneider
CHARLOTTE, N.C., Dec. 21, 2020 (WORLD NEWSWIRE)– LPL Financial LLC (Nasdaq: LPLA), a leading retail financial investment advisory firm, independent broker-dealer and signed up financial investment consultant (RIA) custodian, today revealed that monetary consultant Bryan Schneider has actually joined LPL Financial’s broker-dealer and business RIA platforms, leveraging LPL as custodian. He reported having actually served approximately $425 million in advisory, brokerage and retirement plan assets *. He signs up with LPL from J.P. Morgan Securities.
Schneider joins the group of existing consultants at Expert Wealth Advisors (PWA), an LPL wealth management team based in Downers Grove, Ill. He brings over twenty years of experience to the group, having released his profession supporting the back workplace of a trust company and working his way up to his role as a partner wealth consultant managing possessions for around 400 households *. Schneider prides himself in assisting his clients pursue their monetary objectives through customized plans and techniques.