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FUNDRAISING NEWS | December 04, 2024

LPL Enlists $550M Tampa (FL) Team from AIG

Tags: Personnel, Financial Advisor Move

LPL Financial announced that Tampa, FL-based Frontline Investment Advisors, formerly associated with former AIG Retirement Services, has joined its broker-dealer, aligned with affiliate GradePoint Financial, bringing $550M in client assets.

 

Frontline is led by founders Amanda Miller, Devin Richard, and Jonathan Vila. The team focuses on providing financial advisory services to frontline workers especially school staff, sheriff’s office personnel, and medical employees.

 

LPL said Frontline specializes in understanding the Florida Retirement System, Deferred Retirement Option Program (DROP), pension optimization, and Healthcare 403B plans.

 

Source: https://www.lpl.com/news-media/press-releases/lpl-financial-welcomes-frontline-investment-advisors.html

 

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