[ad_1]
Chip Marcus, a financial advisor based in Boca Raton, Fla., joined Linsco by LPL Financial (Linsco), LPL Financial’s employee advisor channel, the company said.
An industry veteran with more than 20 years of experience as a financial advisor, Marcus previously worked for Merrill Lynch where he and Vanessa Ambroselli, a client service associate, worked for high net worth investors and small business owners on approximately 2 Managed $30 million in client assets.
Marcus said in a prepared statement:
Marcus will operate under the business name Chip Marcus Wealth Management Powered by LPL Financial. News Announcing New Partnership with Linsco In his release, Marcus said he is particularly looking forward to leveraging LPL’s digital and social marketing tools.
“I now have a management team available to me for full support in navigating the company,” he said in a news release. and retain ownership of our clients in a business model that allows us to manage them with whatever product is right for them.”
Marcus consulted Broker-Dealer Change for assistance in making the move. Broker Dealer Change, which has offices in Atlanta and St. Petersburg, Fla., was founded in 2011 by President Derrick Friedman and is considering a move to another broker-dealer firm. I did it.
“When talking to Chip, I immediately thought of the LPL because of its ability to bridge the gap between working in a telecoms office environment and being independent,” Friedman said in a news release. “With this move, Chip feels it will receive the support and commitment it needs to grow its business and take it to the next level.”
Headquartered in Fort. His LPL Financials in The Mill, South Carolina, San Diego, and Boston support approximately 21,000 financial advisors, approximately 1,100 institutional investment programs, and 500 independent registered investment advisor (RIA) firms nationwide.
[ad_2]
Source link
