Black Box Pension Advocates Joins LPL Financial

June 22, 2017

On June 13, 2017, LPL Financial LLC announced that Black Box Pension Advocates joined its broker/dealer platform.

In addition to joining the broker/dealer platform, Black Box Pension Advocates (“Black Box”) has aligned with Global Retirement Partners, a retirement plan firm on LPL Financial LLC’s hybrid Registered Investment Advisor platform.

Black Box creates retirement plans for employers and individuals. Its four-person staff served approximately $471 million of client brokerage and advisory assets, as of April 3, 2017.

LPL Financial LLC is a wholly owned subsidiary of LPL Financial Holdings Inc., which provides retail financial advice. As of April 30, 2017, it’s provided services to approximately $535 billion in brokerage and advisory assets.

To read the press release: please click here.


Investment Manager Strategic Investments, Transactions