LPL Financial (LPLA) announced Robert Woodend has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group Registered Investment Advisor platform and infrastructure as part of his transition to Memphis Planning and Wealth, an established LPL and PAG aligned practice. Woodend reports serving approximately $150M in advisory, brokerage and retirement plan assets and joins LPL from Ameriprise. Based in Memphis, Tenn., Woodend is a second-generation financial advisor with 15 years of industry experience. He began his career by interning with his father throughout high school and college before roles in the bond business and ultimately transitioning into financial planning.
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