LPL Financial announced that financial advisor Nolan Venable, an Enrolled Agent, has joined its broker-dealer, RIA, and custodial platforms. He reported serving about $150 million in advisory, brokerage, and retirement plan assets and joins LPL from Osaic.
Venable has been an independent advisor his entire career. He founded Wealth Advisors in 1984 to help clients with each aspect of their financial lives. And his Lafayette, Louisiana-based team takes a holistic approach to wealth management by offering comprehensive financial advice and planning for retirees and pre-retirees. Venable also owns a tax practice and insurance firm in the same building.
Venable was attracted to LPL’s stability in the marketplace, commitment to supporting advisors, and integrated technology solutions.
KEY QUOTES:
“Our clients are looking to build their financial legacy, and we help them on that journey by providing personalized services and customized programs designed to help them grow and preserve assets. I’ve built this business from the ground up and cultivated many meaningful relationships with clients over the years. Their success is my success, and it is so rewarding to help them work toward financial independence.”
“With LPL’s self-clearing capabilities and integrated technology, everything can be accessed seamlessly from one portal. That centralized workflow makes it much easier to do business and will bring more to each client interaction. As client expectations evolve, we need to continue to find ways to create differentiated experiences. We look forward to taking the practice to the next level with this move.”
– Nolan Venable
“We extend a warm welcome Nolan and his team and are honored he recognized our platform as a differentiator for his business. We are a committed partner, providing powerful capabilities, innovative technology and robust business solutions to help increase efficiency and create an even better client experience. We look forward to a long-lasting relationship with Wealth Advisors.”
– Scott Posner, LPL Executive Vice President, Business Development
