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.
Grange’s journey into financial services following tenures as a college coach and professional sailor, where he won multiple national titles and a world championship in sailing. Now, with two decades of experience as a financial advisor, Grange built a successful practice that primarily serves high-net-worth individuals and affluent families. He has been supported by registered Client Service Associate Debora McKenzie-Jakushak.
The extensive size and scale of LPL Financial and the ability to function without conflicts of interest were key factors in Grange’s decision to join LPL.
Grange turned to the Linsco employee advisor solution while looking for more independence without the burden of running his own business. And with Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team and other dedicated consultants. This relationship gives advisors the ability to outsource things like real estate, technology, operations support and payroll so they can focus on what matters most, which is taking care of their clients.
Grange is an active member of the sailing community. And his volunteer work includes contributions to junior sailing non-profits such as the UCSB Sailing Team, as well as participation in coastal protection and cleanup efforts.
KEY QUOTES:
“I enjoyed being a tactician in professional sailing working with the helmsman to get the boat around the racecourse the fastest. Financial advising has many similarities in trust, partnership, working for a common goal, not taking too many risks and putting your teammates before yourself.”
“I was searching for more freedom to better serve my clients and found that LPL provides the optionality and flexibility that I need to operate my practice in the best interests of my clients. I appreciate that LPL’s enhanced technology allows me to elevate the client experience by creating more streamlined experiences.”
“I am thrilled to be part of Linsco by LPL and to extend to my clients the exceptional service and resources they merit. I appreciate all the help behind the scenes so that I dedicate my time to providing clients with personalized attention and sound investment strategies.”
- Jeffrey Grange
“We welcome Jeff to the Linsco community. We are committed to delivering the strategic support, innovative technology and business resources advisors need to build thriving practices and provide elevated experiences for their clients. We look forward to supporting Jeff for years to come as he continues to grow his practice and provide valuable financial guidance to his clients.”
- Scott Posner, LPL Executive Vice President, Business Development
