LPL Financial announced that financial advisors Amanda Miller, Devin Richard, and Jonathan Vila, CRPC, of Frontline Investment Advisors have joined LPL Financial’s broker-dealer, aligned with existing firm GradePoint Financial. They reported having served approximately $550 million in advisory, brokerage, and retirement plan assets and joined LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services.
Based in Tampa, Florida, Miller, Richard, and Vila collectively have about 50 years of extensive experience offering comprehensive investment advice to school employees, sheriff’s office personnel, and medical field employees, all frontline workers who serve their community.
These advisors – who are joined by two assistants – specialize in the intrinsic details of the Florida Retirement System, Deferred Retirement Option Program, and the healthcare 403(b) plans market. And while each advisor manages their client base, they enjoy working in a collaborative environment where they can share best practices and resources to maximize the client experience.
KEY QUOTES:
“Our mission is to serve those who serve others. As a team, we’ve been in the trenches and on the frontline with clients helping them not only start their financial planning journey but navigating the waters when circumstances change and markets become volatile, as clients ultimately need guidance to make the best decisions for their individual situations.”
“After carefully evaluating our options, it was clear to us that the best choice for our clients was to reshape our business and invest in the future. We found that LPL is closely aligned with our vision of continued growth and service for our clients. As independent advisors, we look forward to being able to offer a wider array of investment strategies, more efficient processing, enhanced technology and an improved client experience. We look forward to collaborating with LPL and leveraging their extensive support to drive our business forward.”
- Devin Richard
“We welcome Amanda, Devin and Jonathan to the LPL community and congratulate GradePoint on its continued growth. LPL is committed to providing unprecedented choice and flexibility in how advisors build their practices, along with integrated capabilities and robust business solutions designed to help them work smarter and deliver more value to clients. We look forward to supporting the continued success of the entire team at Frontline Investment Advisors for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
