People Moves

Texas Wealth Advisor Aligns With LPL Financial

Tom Burroughes Group Editor May 31, 2019

Texas Wealth Advisor Aligns With LPL Financial

The US organization continues to bring over more advisors to its platforms.

LPL Financial
LPL Financial announced earlier this week that financial advisors Brian Davis and Brian Remson have joined the firm, aligning with existing firm Credent Wealth Management. The advisors, both certified financial planners, will be supported by LPL Financial’s broker-dealer and hybrid registered investment advisor platforms.

Davis and Remson reported having served approximately $110 million of client brokerage and advisory assets and join from Raymond James Financial Services.

Davis and Remson’s Waco, Texas-based firm is Credent Wealth Management’s seventh location, adding to existing offices in Texas, Indiana and Michigan.

LPL Financial also recently brought in advisor Mike Bensey, aligning with Good Life Companies, an enterprise firm offering support and resources to advisors leveraging LPL Financial’s broker-dealer and corporate registered investment advisor platforms.

Bensey reported having managed approximately $275 million of client brokerage, advisory and retirement plan assets. He joins from Ameriprise Financial Services.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes