Integrations
Services
Company
FUNDRAISING NEWS | February 11, 2025
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.
Written By: Dakota
September 27, 2024
July 03, 2024
February 11, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy | California Privacy Policy