Father-and-son financial advisors Jim Wallisch and Andrew Wallisch have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms with $325 million in brokerage and advisory assets and an additional $60 million in 401k assets.
Before leaving Raymond James for LPL, Jim Wallisch launched his independent practice in 1990. His son, Andrew, joined the Pittsburgh-based firm seven years ago, working with nearly 400 clients, mostly wealthy couples, business owners and professionals.
The Wallisch team also includes Director of Technology and Marketing Jonathan Wallisch, Jim’s other son; longtime Client Operations Manager Heather Golden; and Administrative Assistant Debra Julian. The firm also has a partnership with CPA Paul Rudoy.
LPL Financial, with headquarters in Ft. Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.