LPL Onboards $300 Million Advisor Jeffrey Grange
By Amit Chowdhry ● Dec 20, 2024
LPL Financial announced that financial advisor Jeffrey Grange, CWS has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving about $300 million in advisory, brokerage, and retirement plan assets. And he joined LPL from D.A. Davidson & Co. He will be operating from a new Linsco office in Santa Barbara, California.