Press release
LPL Financial Welcomes Argosy Financial
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Centaurus Financial. Based in Glendale, Ariz., Norris has more than 20 years of experience in financial services, specializing in investment management, client portfolio construction and retirement planning. He prides himself on developing personalized investment strategies for each client’s distinct needs, rather than using a templated approach. With support from team members Michael O’Brien, Romy Quick and Sarah Norris, Argosy Financial is committed to providing clients with the highest level of service, operating with three values at top of mind: honesty, integrity and trust. “Without honesty, we cannot advise; without integrity we cannot put clients’ needs first; and without trust, we cannot survive,” Norris said. Norris was a longtime LPL advisor in the past who left to become a successor for two retiring advisors. As his business continued to grow, Norris felt it was the ideal time to return to his roots and take advantage of LPL’s industry-leading capabilities. “We are thrilled to be joining LPL Financial — in many ways, it feels like coming home,” Norris said. “LPL’s robust technology and resources will enable us to provide our clients with the best possible service and strategies. We appreciate all the customizable options and flexibility within the digital platform. We also expect considerable time savings that we can invest back into taking care of our clients.” Scott Posner, LPL Executive Vice President, Business Development, said, “We extend a warm welcome to James and his team. It is great to have him back in the LPL community. As the industry continues to evolve at an accelerated pace, we remain steadfast in our commitment to deliver innovative capabilities and strategic resources designed to help advisors run thriving practices and bring added value to their clients. We look forward to supporting Argosy Financial for years to come.” Related Advisors, learn how LPL Financial can help take your business to the next level. About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPL...