LPL Financial: RFS Financial joins broker-dealer, RIA, custodial platforms

LPL Financial announced that RFS Financial Securities has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial Advisors. The Lubbock, Texas-based practice was initially founded as a life insurance firm but has evolved over the years into a full-service wealth management business led by President and Managing Director David Miller. With more than three decades of experience as a financial advisor, Miller served as an OSJ prior to revamping his business to focus more on client care. Fellow advisor and business partner Mike Ivey has nearly 20 years of industry experience with a focus on holistic planning and financial education.