LPL Financial Welcomes Legacy Retirement Planning
17 Abril 2024 - 8:00AM
LPL Financial LLC announced today that financial advisor Phil
Eggers of Legacy Retirement Planning has joined LPL Financial’s
broker-dealer, RIA and custodial platforms. He reported serving
approximately $170 million in advisory, brokerage and retirement
plan assets* and joins LPL from Raymond James.
Based in Plano, Texas, Eggers began his career as a financial
advisor in 1990 and considers it an honor to manage the wealth for
approximately 300 families. He works alongside of Operations
Manager Matthew Ford, and they both firmly believe it’s their
responsibility to always put clients first in every decision.
The move to LPL helps set the tone for the next chapter for
Legacy Retirement Planning.
“I was at LPL for 18 years previously and had a wonderful
experience the first time. It feels like I’m coming back home,”
Eggers said. “LPL has significantly enhanced service experiences in
recent years and created a more streamlined operating system within
a next level platform that will benefit future generations. I
really appreciate the growth of the company, the positive attitude
of LPL’s senior leaders and their mission to take care of advisors
so we can take care of our clients.”
Eggers said the move also creates an attractive value
proposition for his business and better positions his team for
business continuity as he prepares a succession plan for Ford to
one day take over.
Outside of work, Eggers is a personal pilot who flies his own
small plane for Angel Flight, a charitable organization that
provides transport for those in need to receive medical treatment
in distant cities.
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We welcome Phil and Matt to the LPL
community. We are inspired by their foresight to develop a
thoughtful business continuity plan that is guided by their
commitment to their clients. As their partner, we are committed to
delivering the differentiated capabilities, technology and service
that help them be successful today and into the future as the needs
of their clients and their business evolve. We look forward to
long-term relationship with Legacy Retirement Planning.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Legacy Retirement
Planning and LPL Financial are separate entities. LPL Financial
does not offer tax advice or tax related services.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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