$550M Florida FA Team Focused on Frontline Workers Joins LPL

LPL Financial LLC has added Frontline Investment Advisors, aligned with existing firm GradePoint Financial. They reported having served approximately $550 million in advisory, brokerage and retirement plan assets and join LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services.

Based in Tampa, FL, the team, comprised of Amanda Miller, Devin Richard and Jonathan Vila, primarily serves educators, officers and other frontline workers. They chose LPL as it is more closely aligned with their vision of continued growth and services.

The advisors, who are joined by two assistants, focus on the Florida Retirement System, Deferred Retirement Option Program and in the healthcare 403(b) plans market. Each advisor manages their own client base.

“As independent advisors, we look forward to being able to offer a wider array of investment strategies, more efficient processing, enhanced technology and an improved client experience,” said Richard.

LPL recently announced the addition of Strata Financial Group, an Ohio-based team with more than $350 million in assets who were formerly with Osaic.

LPL currently supports over 28,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in assets for six million clients.

Pictured: Frontline Investment Advisors team