FUNDRAISING NEWS | December 03, 2024
LPL Financial reunited with a veteran advisor as it added a Glendale, AZ-based team with approximately $250M in serviced client assets.
Argosy Financial is led by CEO James P. Norris, who returns to LPL a second time since leaving the firm twice: first in 2012 for Ameriprise before returning in 2013 and then leaving again in 2019 for Centaurus. Norris brings over 20 years of experience focused in investment management, client portfolio construction and retirement planning. He is supported by associates Michael O’Brien, Romy Quick, and Sarah Norris.
