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LPL Financial: Legacy Retirement joins broker-dealer, RIA, custodial platforms
The Fly

LPL Financial: Legacy Retirement joins broker-dealer, RIA, custodial platforms

LPL Financial announced that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets and joins LPL from Raymond James. Based in Plano, Texas, Eggers began his career as a financial advisor in 1990 and considers it an honor to manage the wealth for approximately 300 families. He works alongside of Operations Manager Matthew Ford, and they both firmly believe it’s their responsibility to always put clients first in every decision.

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