LPL Financial Welcomes Advisor Philip Nation
SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance.
- SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance.
- He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial.
- His due diligence process led him to Founders Financial Alliance and LPL Financial.
- LPL is a great partner supporting our growth.”
Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Phil to LPL and congratulate Founders Financial Alliance on its continued growth.