LPL Financial Welcomes Resilient Wealth Management
LPL Financial (NASDAQ:LPLA) has announced that financial advisor Brandon Dixon-James, CFP庐, has joined their platform to launch Resilient Wealth Management. Dixon-James, who previously served at Osaic, brings approximately $250 million in advisory, brokerage and retirement plan assets to LPL Financial.
Based in Fresno, California, Resilient Wealth Management was founded in 2020 and focuses on clients nearing or in retirement. The firm's team includes Director of Client Events Nicole James, Operations Associate Edith Corrales, and Front Office Representative Amelia Kitchens. Dixon-James cited LPL's integrated technology, self-clearing capabilities, and commitment to advisor inclusion programs as key factors in his decision to transition.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management on behalf of approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) ha annunciato che il consulente finanziario Brandon Dixon-James, CFP庐, si 猫 unito alla loro piattaforma per lanciare Resilient Wealth Management. Dixon-James, che in precedenza lavorava presso Osaic, porta con s茅 circa 250 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici a LPL Financial.
Con sede a Fresno, California, Resilient Wealth Management 猫 stata fondata nel 2020 e si concentra su clienti prossimi o in pensione. Il team dell鈥檃zienda include la Direttrice degli Eventi Clienti Nicole James, l鈥橝ssociata alle Operazioni Edith Corrales e la Rappresentante Front Office Amelia Kitchens. Dixon-James ha indicato la tecnologia integrata di LPL, le capacit脿 di auto-liquidazione e l鈥檌mpegno nei programmi di inclusione per consulenti come fattori chiave nella sua decisione di passare a LPL.
Attualmente LPL Financial supporta oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset di intermediazione e consulenza per conto di circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) ha anunciado que el asesor financiero Brandon Dixon-James, CFP庐, se ha unido a su plataforma para lanzar Resilient Wealth Management. Dixon-James, quien anteriormente trabaj贸 en Osaic, aporta aproximadamente 250 millones de d贸lares en activos de asesor铆a, corretaje y planes de jubilaci贸n a LPL Financial.
Con sede en Fresno, California, Resilient Wealth Management fue fundada en 2020 y se enfoca en clientes pr贸ximos a la jubilaci贸n o ya jubilados. El equipo de la firma incluye a la Directora de Eventos para Clientes Nicole James, la Asociada de Operaciones Edith Corrales y la Representante de Front Office Amelia Kitchens. Dixon-James mencion贸 la tecnolog铆a integrada de LPL, sus capacidades de autoclarificaci贸n y el compromiso con programas de inclusi贸n para asesores como factores clave en su decisi贸n de hacer la transici贸n.
Actualmente, LPL Financial apoya a m谩s de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con cerca de 1.8 billones de d贸lares en activos de corretaje y asesor铆a bajo gesti贸n para aproximadamente 7 millones de estadounidenses.
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旌橂Μ韽媹鞎勳＜ 頂勲爤歃堧吀鞐� 氤胳偓毳� 霊� Resilient Wealth Management電� 2020雲勳棎 靹る霅橃棃鞙茧┌ 鞚�韲措ゼ 鞎炿憪瓯半倶 鞚�韲错暅 瓿犼皾鞚� 欤茧 雽�靸侅溂搿� 頃╇媹雼�. 須岇偓 韺�鞐愲姅 瓿犼皾 鞚措菠韸� 毂呾瀯鞛� Nicole James, 鞖挫榿 鞏挫唽鞁滌棎鞚错姼 Edith Corrales, 頂勲煱韸� 鞓ろ敿鞀� 雽�響� Amelia Kitchens臧� 韽暔霅橃柎 鞛堨姷雼堧嫟. Dixon-James電� LPL鞚� 韱淀暕 旮办垹, 鞛愳泊 觳偘 電ル牓, 攴鸽Μ瓿� 鞛愲臧� 韽毄 頂勲攴鸽灗鞐� 雽�頃� 項岇嫚鞚� 鞝勴櫂 瓴办爼鞚� 欤检殧 鞖旍澑鞙茧 昙届晿鞀惦媹雼�.
LPL Financial鞚� 順勳灛 29,000氇� 鞚挫儊鞚� 旮堨湹 鞛愲臧�鞕� 鞎� 1,200臧滌潣 旮堨湹 旮瓣磤鞚� 歆�鞗愴晿氅�, 鞎� 1.8臁� 雼煬鞚� 欷戧皽 氚� 鞛愲 鞛愳偘鞚� 甏�毽晿鞐� 鞎� 700毵� 氇呾潣 氙戈淡鞚�鞚� 雽�毽晿瓿� 鞛堨姷雼堧嫟.
LPL Financial (NASDAQ:LPLA) a annonc茅 que le conseiller financier Brandon Dixon-James, CFP庐, a rejoint leur plateforme pour lancer Resilient Wealth Management. Dixon-James, qui travaillait auparavant chez Osaic, apporte environ 250 millions de dollars d'actifs en conseil, courtage et plans de retraite 脿 LPL Financial.
Bas茅e 脿 Fresno, en Californie, Resilient Wealth Management a 茅t茅 fond茅e en 2020 et se concentre sur les clients proches ou en retraite. L'茅quipe de la soci茅t茅 comprend la directrice des 茅v茅nements clients Nicole James, l'associ茅e aux op茅rations Edith Corrales et la repr茅sentante du front office Amelia Kitchens. Dixon-James a cit茅 la technologie int茅gr茅e de LPL, ses capacit茅s d'auto-compensation et son engagement envers les programmes d'inclusion des conseillers comme des facteurs cl茅s dans sa d茅cision de transition.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 200 institutions financi猫res, avec environ 1,8 billion de dollars d'actifs en courtage et conseil sous gestion pour environ 7 millions d'Am茅ricains.
LPL Financial (NASDAQ:LPLA) hat bekannt gegeben, dass Finanzberater Brandon Dixon-James, CFP庐, sich ihrer Plattform angeschlossen hat, um Resilient Wealth Management zu gr眉nden. Dixon-James, der zuvor bei Osaic t盲tig war, bringt rund 250 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanverm枚gen zu LPL Financial.
Mit Sitz in Fresno, Kalifornien, wurde Resilient Wealth Management im Jahr 2020 gegr眉ndet und konzentriert sich auf Kunden, die sich dem Ruhestand n盲hern oder bereits im Ruhestand sind. Zum Team der Firma geh枚ren die Leiterin der Kundenveranstaltungen Nicole James, die Operations-Mitarbeiterin Edith Corrales und die Front Office-Vertreterin Amelia Kitchens. Dixon-James nannte die integrierte Technologie von LPL, die Self-Clearing-F盲higkeiten und das Engagement f眉r Programme zur Einbindung von Beratern als Schl眉sselfaktoren f眉r seine Entscheidung zum Wechsel.
LPL Financial unterst眉tzt derzeit 眉ber 29.000 Finanzberater und etwa 1.200 Finanzinstitute mit rund 1,8 Billionen US-Dollar an Brokerage- und Beratungsverm枚gen, die im Auftrag von etwa 7 Millionen Amerikanern verwaltet werden.
- Addition of significant assets with $250 million in managed assets joining platform
- Expansion of advisor network demonstrating continued growth in wealth management business
- Strong total AUM of $1.8 trillion and large client base of 7 million Americans showing substantial market presence
- None.
SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Brandon Dixon-James, CFP庐, has joined LPL Financial鈥檚 broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch . He reported serving approximately
Based in Fresno, Calif., Dixon-James founded Resilient Wealth Management in 2020 with the goal of providing his clients, who are mostly nearing or in retirement, with personalized support and dedicated guidance to help them pursue their fiscal goals. Supported by his team 鈥� Director of Client Events and Dixon-James鈥� wife Nicole James, Operations Associate Edith Corrales and Front Office Representative Amelia Kitchens 鈥� Dixon-James takes a holistic approach to wealth management. Through high-touch, high-engagement service, he offers personalized, strategic and empathetic advice tailored to his clients鈥� individual goals and circumstances.听
鈥淥ur team seeks听to redefine financial relationships by fostering an environment where inclusivity, clarity and dedication promote collaborative growth and help enable financial success,鈥� Dixon-James said. 鈥淛ust as the name of our firm represents, we believe in walking in lockstep with our clients, helping them navigate financial challenges and surprises and ultimately strengthening their financial well-being and ability to recover from unexpected events.鈥�
Looking for improved technology and the opportunity to provide an elevated client experience, Dixon-James embarked on an extensive due diligence process that led him and his team to LPL.
鈥淢aking the move to LPL is an incredible opportunity for me to create the best version of my business,鈥� Dixon-James said. 鈥淔rom LPL鈥檚 integrated and to the fact that they are self-clearing, everything LPL offers is with advisors in mind. But what solidified my decision to move to LPL is their commitment to the communities they serve and the fact they offer various , like the Black Financial Advisor Community.鈥�
Outside of the office, Dixon-James enjoys spending time with his wife and two children. Together, they are active in their church and enjoy spending time supporting their children鈥檚 interests and sports. Dixon-James also shares a passion for giving back to his surrounding community. He鈥檚 an active volunteer in Fresno-area underserved communities and regularly offers financial literacy courses to young people. He is a member of Kappa Alpha Psi Fraternity, Inc., and volunteers for the CFP Board Center for Financial Planning.
Scott Posner, LPL Managing Director, Business Development, said, 鈥淲e welcome Brandon, Nicole, Edith and Amelia to LPL and congratulate them on this next chapter of their business. LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Resilient Wealth Management for years to come.鈥�
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (鈥淟PL Financial鈥�), a registered investment advisor and broker-dealer, member FINRA/SIPC. Resilient Wealth Management and LPL Financial are separate entities.
Throughout this communication, the terms 鈥渇inancial advisors鈥� and 鈥渁dvisors鈥� are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the 鈥溾�� or 鈥溾�� section of our website.
*Value approximated as reported to LPL
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FAQ
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