Financial advisor Joel Drake, an advisor in Des Moines, Iowa, has partnered with LPL's broker-dealer, hybrid registered investment advisor and custodial platforms, the company announced in a news release. Drake is joining through the Las Vegas-based Wealth Consulting Group, an OSJ affiliated with LPL.
Drake and his longtime assistant Pam Traeger were formerly with FSC Securities, a subsidiary of the Advisor Group network of broker-dealers, where he managed approximately $200 million in advisory, brokerage and retirement plan assets.
Drake began his career in the financial services industry in 1991, right out of college. His practice focuses on serving the financial needs of pre‐retirees and retirees, as well as corporations seeking advice on retirement, tax, investment and estate planning issues.
Headquartered in Fort Mill, S.C.; San Diego; and Boston, LPL Financial is the nation’s largest independent broker-dealer.