LPL Financial (LPLA) announced Spencer W. Rand, CFP and Michael J. Williams, CFP of Rand, Williams & Associates have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $260M in advisory, brokerage and retirement plan assets and join LPL from Osaic. Located on the Central Coast of California in Monterey, Williams and Rand each have over 20 years of experience and have been partners since 2012. The firm was originally started 40 years ago by Spencer’s father, William Rand, by serving educators, non-profits and airline industry professionals and has grown to serve multiple generations of high-net-worth individuals. Before becoming an advisor, Williams spent over a decade in the technology industry. Rand, a second-generation advisor, is married and has two daughters.
Claim 70% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial price target lowered to $444 from $453 at Barclays
- LPL Financial price target lowered to $486 from $491 at Wolfe Research
- Fed Cuts Fuel Stock Rally as S&P 500 Approaches 7,000
- LPL Financial price target lowered to $447 from $462 at Morgan Stanley
- LPL Financial reports November total advisory, brokerage assets of $2.36T