tiprankstipranks
Trending News
More News >
Advertisement
Advertisement

LPL Financial: Gentle Family Wealth joins broker-dealer, RIA platform

LPL Financial (LPLA) announced that Shawn Gentle of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets and joins LPL from Raymond James. Based in Birmingham, Ala., Gentle brings 37 years of experience to his practice. His longstanding passion for economics and finance developed well before his time at the University of Alabama, where he continued to pursue diverse opportunities to deepen his industry knowledge. He serves clients throughout the Southeast, including retirees, business owners preparing to transfer their companies to the next generation, defense contractors and entrepreneurs. In addition, Gentle works closely with the National Christian Foundation and other charitable organizations by helping clients pursue their legacy and philanthropic goals through various charitable vehicles.

Elevate Your Investing Strategy:

  • Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.

Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>

Disclaimer & DisclosureReport an Issue

1