Business
LPL Financial Welcomes Legacy Retirement Planning
SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today 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. The move to LPL helps set the tone for the next chapter for Legacy Retirement Planning. “I was at LPL for 18 years previously and had a wonderful experience the first time. It feels like I’m coming back home,” Eggers said. “LPL has significantly enhanced service experiences in recent years and created a more streamlined operating system within a next level platform that will benefit future generations. I really appreciate the growth of the company, the positive attitude of LPL’s senior leaders and their mission to take care of advisors so we can take care of our clients.” Eggers said the move also creates an attractive value proposition for his business and better positions his team for business continuity as he prepares a succession plan for Ford to one day take over. Outside of work, Eggers is a personal pilot who flies his own small plane for Angel Flight, a charitable organization that provides transport for those in need to receive medical treatment in distant cities. Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome Phil and Matt to the LPL community. We are inspired by their foresight to develop a thoughtful business continuity plan that is guided by their commitment to their clients. As their partner, we are committed to delivering the differentiated capabilities, technology and service that help them be successful today and into the future as the needs of their clients and their business evolve. We look forward to long-term relationship with Legacy Retirement Planning.” Related Advisors, find your perfect fit at LPL. About LPL FinancialLPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advi...