Products
Data Sets
Integrations
Services
RFS Financial Securities has joined LPL Financial, bringing $140 million in assets. They were previously with Lincoln Financial Advisors.
The team is based in Lubbock, Texas and led by David Miller and Mike Ivey. Before joining LPL, RFS operated as a life insurance company, but after the transition, it transformed into a comprehensive wealth management enterprise.
With over thirty years in financial advisory, Miller reshaped his business to prioritize client support. His colleague and partner, Mike Ivey, brings close to two decades of expertise, emphasizing comprehensive planning and financial literacy.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
September 26, 2025 Investor News: Blue Owl, QIA Partner on $3B Digital Infra Platform, and more...
September 26, 2025
Distribution, Manufacturing, and Defense Drive August 2025 Industrials Transactions
September 24, 2025
Biotech, Health Services, and Medical Devices Drive August 2025 Healthcare Transactions
September 17, 2025
Spectrum, SaaS, and Strategic Consolidation | August 2025 Tech & Software Transactions
September 12, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
