LPL Financial (LPLA) announced that financial advisors Carmen M. Lex Jr. and Chris Lex have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. The brothers reported serving approximately $630 million in advisory, brokerage and retirement plan assets and join LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG. Based in Marlton, N.J., Carmen and Chris have built a reputation for delivering tailored investment strategies and quality service since they teamed up in 2014. They specialize in financial planning, and both have significant experience in pension and social security analysis, including the intricacies of the Public School Employees’ Retirement System. The Lex brothers credit their grandmother and parents as inspiration for their financial journey.
Discover the Best Stocks and Maximize Your Portfolio:
- See what stocks are receiving strong buy ratings from top-rated analysts.
- Filter, analyze, and streamline your search for investment opportunities with TipRanks’ Stock Screener.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial: Jackson/Roskelley joins broker-dealer, RIA, custodial platforms
- LPL Financial Holdings Inc.: Positive Developments and Earnings Forecast Upgrades Justify Buy Rating
- LPL Financial: Charter Oak Wealth joins broker-dealer, RIA, custodial platforms
- LPL Financial Reports Strong Earnings and Asset Growth
- LPL Financial price target raised to $436 from $428 at TD Cowen