LPL Adds $260 Million Firm Rand, Williams & Associates To Broker-Dealer And RIA Platform
By Amit Chowdhry ● Today at 10:40 PM
LPL Financial announced financial advisors Spencer W. Rand, CFP and Michael J. Williams, CFP of Rand, Williams & Associates have joined the firm’s broker-dealer and Registered Investment Advisor (RIA) platform, bringing approximately $260 million in advisory, brokerage, and retirement plan assets. The advisors, based in Monterey on California’s Central Coast, previously affiliated with Osaic.