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Deals & People October 3, 2013
VisionPoint Joins LPL Platforms
VisionPoint Advisory Group joined LPL Financial’s suite of broker/dealer and hybrid registered investment adviser (RIA) platforms to support its commission and private client fee-based business.
Reported by John Manganaro
A team of 12 VisionPoint advisers now have access to four LPL advisory services platforms. They include the LPL broker/dealer, advisory, retirement partners and RIA custodial platforms.
VisionPoint, headquartered in West Des Moines, Iowa, will also coordinate with LPL’s retirement plan-focused Retirement Partners business to share resources and expertise.
More information about the agreement can be found here.