LPL Financial announced that financial advisor David Hilbig, CFP, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $275 million in advisory, brokerage, and retirement plan assets and joined LPL from Corebridge Financial, formerly Valic (a subsidiary of AIG). Hilbig lives in The Woodlands, Texas, area and maintains a registered office in Mundelein, Illinois, he has over 20 years of experience crafting personalized financial strategies tailored to each client’s unique needs and aspirations. And he takes a holistic approach to financial planning, encompassing areas such as wealth management, retirement planning, investment advisory, and risk management.
By carefully assessing a client’s financial situation and priorities, he aims to provide comprehensive solutions that align with their short-term objectives and long-term visions.
With the move to LPL, he launched Lifetime Legacy Wealth Solutions. And the new name reflects the type of work he does to help clients prepare their financial well-being for their full lives and future generations.
KEY QUOTES:
“Throughout my career, I’ve made it a priority to cultivate long-lasting relationships with clients built on trust, integrity and transparency. I focus on ongoing financial education and open communication to help clients feel empowered and informed along each step of their financial journey, whether that’s navigating major life transitions, growing their wealth or planning for retirement.”
“It was important for me to be with a firm that allows me to act an as independent advisor for my clients. At LPL I can truly put my clients’ interests first because I have the ability to look for the best rates and products to fit their needs. LPL’s size and scale, combined with its sophisticated business resources and integrated technology, will enable me to provide my clients with an even higher level of service and support. I didn’t make this move for me. I did it because it was the right thing for my clients.”
- David Hilbig
“We welcome David to LPL and congratulate him on the launch of Lifetime Legacy Wealth Solutions. We recognize what it takes to launch and operate a thriving business and are committed to investing in streamlined and integrated business solutions designed to help advisors spend more time with their clients and differentiate their practices. Our team looks forward to supporting Lifetime Legacy Wealth Solutions for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
