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FUNDRAISING NEWS | February 11, 2025

LPL Scores $630M NJ Team from Corebridge

Tags: Personnel, Financial Advisor Move

LPL Financial announced that advisors Carmen Lex, Jr. and his brother Chris Lex have joined its broker-dealer, RIA, and custodial plans, moving from AIG subsidiary Corebridge Financial, where they managed approximately $630M in advisory, brokerage, and retirement plan assets. 

With the move, the brothers have formed Lex Wealth Management, based in Marlton, NJ, and focusing on providing investment and portfolio management services, and retirement and brokerage planning. The Lex brothers have a combined 29 years of industry experience, specializing in the intricacies of the Public School Employees Retirement System (PSERS), according to Carmen’s LinkedIn profile.

Prior to their stint at Corebridge, Carmen and Chris were also affiliated with Corebridge forerunner Valic Financial Advisors, according to their BrokerCheck data.

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Written By: Dakota

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