LPL Financial (LPLA) LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in a renovated historic building in downtown Chico, Calif., Prosperity Investment Management was founded by seasoned financial advisor Robert “Rob” B. Anderson, CFP. His son, RJ Anderson, CPA, joined the business in 2020 following an initial career in accounting and now leads the firm as a financial advisor. They offer a broad spectrum of financial services to individuals and business owners, including investment management, financial planning, retirement planning and estate planning.
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