LPL has grabbed an independent group, which said it had $205 million in client assets before making the move.
Operating as Advantage Wealth Advisors, the team said it had about $2.1 million in annual revenue when it decided to join LPL. The group, which is dually registered on LPLs RIA platform, is led by 18-year industry veteran, Virgil J. Threlkeld. He is president and founding partner of the Alamo, Calif.-based firm, which was started in 2003.
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