Invex Financial, a boutique firm based in Issaquah, Wash., has joined LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced today in a news release.
Invex Financial was formerly with the Wells Fargo Advisors Financial Network, where the firm managed approximately $120 million in brokerage and advisory assets for high-net-worth clients.
Founded in 2018 by industry veteran Susan Lawrence, the firm’s president/owner, the Invex Financial team also includes financial advisor Christopher Loutsis, operations manager Shawna Bain, and office administrator Emily Lawrence.
LPL Financial, headquartered in Fort Mill, S.C.; San Diego; and Boston, is the nation’s largest independent broker-dealer.