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Financial advisors Alejandro "Alex" De Leon and Robert "Bob" Gorman have joined LPL Financial from Wells Fargo. With this transition, the duo has established their own independent firm, Spotlight Financial, managing about $200 million in assets.
Spotlight Financial is based in Corpus Christi, Texas. Alejandro "Alex" De Leon has been in the financial industry for over 20 years and also an active member of his community, where he serves as the President of the Corpus Christi Literary Reading Series. Bob Gorman is a seasoned financial advisor with 32 years in the industry. Their new venture aims to enhance client experiences with a strong emphasis on financial education and transparency.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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