LPL Financial announced that father-son financial advisors Patrick Trimp, CFP, and Jack Trimp, ChFC, of Trimp Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor, and custodial platforms. They reported serving approximately $220 million in advisory, brokerage, and retirement plan assets and joined LPL from Nations Financial Group. The post LPL Onboards $220 Million Trimp Wealth Management Team appeared first on Pulse 2.0.
LPL is a California-based investment management company that provides serives such as financial planning and wealth management for financial advisors across the globe.