LPL Financial (LPLA) announced that financial advisors Duane Dollar and Phillip Owens have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315M in advisory, brokerage and retirement plan assets and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients , most of whom are nearing or in retirement, plan for the next phase of their fiscal futures
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial launches new strategic marketing campaign
- LPL Financial launches alternative investments education platform
- LPL Financial price target raised to $400 from $365 at Barclays
- LPL Financial’s Earnings Call Highlights Record Growth
- LPL Financial price target raised to $406 from $368 at TD Cowen