Level Four Group, a Plano, Texas, based advisory firm with close to $1 billion in assets under management has moved from Lincoln Financial to LPL in a bid to grow by using the LPL platform and name to increase its stable of advisors.
The LPL brand name and recognition already has really helped us in creating some new opportunities recently in conversations weve had with new advisors," said Jake Tomes, the founder of Level Four.
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