LPL Financial (LPLA) announced that financial advisor James Norris 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.
Don't Miss our Black Friday Offers:
- Unlock your investing potential with TipRanks Premium - Now At 40% OFF!
- Make smarter investments with weekly expert stock picks from the Smart Investor Newsletter
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial appoints Renana Friedlich as CISO
- LPL Financial: Happier Wealth joins broker-dealer, RIA, custodial platforms
- LPL Financial: Total client cash balances at October-end $48.3B up $2.5B M/M
- LPL Financial welcomes Strata Financial Group
- LPL Financial and Prudential launch strategic relationship and integration