LPL Financial: Worley Monroe Advisors joins broker-dealer, RIA platform

LPL Financial (LPLA) announced that advisors, Benjamin Worley, and Robert Monroe, have come together to form Worley Monroe Advisors and join LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $400M in advisory, brokerage and retirement plan assets and join LPL from Edward Jones. Based in southeast Missouri in the town of Dexter, the team has 36 years of experience. Worley’s interest in finance was sparked at a young age when he began investing in the stock market. He continued to invest throughout his teenage years before pursuing the career professionally. Monroe has always enjoyed working with people and served as a worship pastor for 16 years before joining the financial services sector. Worley and Monroe’s clients consist of pre-retirees and retirees in Missouri and several other states.