Source: Pulse2.0

LPL: LPL Onboards $220 Million Trimp Wealth Management Team

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.

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Annual Revenue
$10-50B
Employees
5.0-10K
Rich Steinmeier's photo - CEO of LPL

CEO

Rich Steinmeier

CEO Approval Rating

83/100

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