LPL Financial Welcomes Financial Advisor David W. Rodgers

LPL Financial LLC announced today that financial advisor David W. Rodgers CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Independent Advisor Group (IAG). He reported having served approximately $145 million in advisory, brokerage and retirement plan assets*, and joins LPL from Wells Fargo Advisors.

Based in Broomall, Pa., Rodgers shifted early on from a career in sales to the financial services industry, growing his practice organically by providing goals-based, personalized financial planning for families, individuals and business owners. “I focus heavily on financial planning and putting the right investment strategies in place to help clients work toward their goals and make the most of their investments,” Rodgers said.

Looking to elevate his financial planning offerings and the client service experience, Rodgers turned to IAG and LPL to help take his practice to the next level.

(This news/press release has not been altered by, apart from the headline, and has been obtained from a syndicated source:-