LPL Financial Welcomes Frank Financial Concepts
SAN DIEGO, May 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Roger Frank and Michael Ward, CFP®, of Frank Financial Concepts have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- SAN DIEGO, May 28, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Roger Frank and Michael Ward, CFP®, of Frank Financial Concepts have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Berthel Fisher & Co.
Frank started his career as a financial professional in 1996, working for several investment firms before founding Frank Financial Concepts in 2003. - With offices in Lincoln, Neb., and Scottsdale, Ariz., Frank Financial Concepts is a holistic financial firm committed to helping people pursue their financial goals.
- “We are excited about the opportunity to grow our business with LPL Financial,” Ward said.