HomeLife InsuranceLPL Provides $1B Workforce to Worker Guide Channel

LPL Provides $1B Workforce to Worker Guide Channel

LPL Monetary has recruited a three-person guide crew from 5th 3rd Personal Financial institution that served over $1 billion in advisory and retirement plan property.

Raanan Pritzker, Brian Brenneman and Neal Foushee joined LPL’s worker guide channel, Linsco through LPL Monetary, to release PB FAM Personal Wealth in Atlanta, LPL mentioned Monday.

Pritzker, who has greater than 25 years of monetary products and services revel in, serves as managing director of PB FAM, which LPL recognized as a “concierge” wealth control company.

Brenneman, who additionally has over 25 years within the business operating as a portfolio supervisor, set to work with Pritzker in 2011 and now manages the funding portfolio technique for the crew.

Foushee served within the U.S. Air Power sooner than coming into the monetary products and services business in 2004. He joined Pritzker and Brenneman in 2017 and was once a believe officer and wealth guide together with his prior company. Foushee now heads the observe control aspect of the endeavor, in keeping with LPL.

PB FAM works basically with ultra-high-net-worth people, multigenerational households and industry house owners, Pritzker mentioned.



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