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LPL Financial Welcomes GER Loftin Wealth Advisors

LPL Financial Welcomes GER Loftin Wealth Advisors
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Team from United Planners jumps to LPL

A team who managed $225 million in client assets at United Planners has joined LPL Financial, the firm announced Monday.

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United Planners Celebrates Success!

United Planners Celebrates Success!
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Wealth management firm puts clients needs first

Wealth management firm puts clients needs first
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How rising interest rates cushioned IBDs in a stormy 2022

Rising interest rates provide a lifeline for independent broker-dealers, or IBDs, especially in chaotic markets.

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