LPL Financial (LPLA) announced that financial advisors Duane Dollar and Phillip Owens have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315M in advisory, brokerage and retirement plan assets and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients , most of whom are nearing or in retirement, plan for the next phase of their fiscal futures
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