Brian Pflaum, a financial advisor in Alabama, has shifted his business to LPL Financial after learning that his previous firm, Lincoln Financial Advisors, would be acquired by Osaic.
Pflaum, who has been with Lincoln Financial Advisors since 1998, specializes in offering planning and wealth management services. He manages approximately $345 million in assets.
Through the transaction, Pflaum has rebranded his practice as TPG Private Wealth.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
March 01, 2024
March 11, 2024
February 16, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Privacy Policy | California Privacy Policy