LPL Lures Washington-Based Team from Wells Fargo FiNetLPL Lures Washington-Based Team from Wells Fargo FiNet
Invex Financial, which manages $120 million, joins LPL's broker/dealer, corporate RIA and custodial platforms.
May 28, 2020
LPL Financial has added an Issaquah, Wash.-based team with $120 million in client assets from Wells Fargo Advisors Financial Network.
Invex Financial is led by advisor Susan Lawrence, a 30-year industry veteran. Her team comprises financial advisor Christopher Loutsis, a 15-year financial services veteran; operations manager Shawna Bain; and office administrator Emily Lawrence.
“LPL’s wealth management platform gives us more choice in the programs and resources we use for clients and portfolio management, and we now have the ability to aggregate tools, making it easy to provide more holistic investment advice,” Lawrence said in a statement.
Lawrence also cited greater potential for business development and access to a wider network of peers for collaboration and networking as reasons for her firm’s decision to leave FiNet.
