FUNDRAISING NEWS | March 04, 2024
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.
John Washington is the Data Research Analyst at Dakota.
