LPL Financial Adds Texas-based RFS Financial 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.

Related Content

MedTech, Biopharma, and Clinical Software Lead October 2025 Healthcare Transactions
November 17, 2025

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

LPL Financial Adds Texas-based RFS Financial Services

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company