LPL recently announced that it nabbed two advisors from Securities America. Eric Fenton and Rodney Wangler, who operate as Fenton Wangler Financial, and are based in Vancouver, Washington, will link up with the JFC Advisor Network, which conducts brokerage and advisory business through LPL Financial. The duo managed a combined $300 million in advisory, brokerage, and retirement plan assets at Securities America. Fenton has been in the industry since 1989. He started with Mutual Service Corporation but has also been affiliated with The Prudential Insurance Company of America, Pruco Securities Corporation, Mony Securities Corporation, Carillon Investments, Sunset Financial Services, SII Investments, and Securities America. Wangler started his career in 1996 with Pruco Securities Corporation. He has also been registered with Mony Securities Corporation, Carillon Investments, Sunset Financial Services, SII Investments, and Securities America. In a statement, Fenton had this to say about the move, “LPL invests heavily in its innovative technology, which is critical to keep pace in this ever-changing environment. We recognized that we needed a platform such as LPL’s ClientWorks where everything is connected, making it easier to do business. Our clients will also appreciate Account View, where they can easily view reports and account information in one place.”
Finsum:A duo from Securities America made the move to LPL due to the firm’s investments in innovative technology, which make it easier to do business.