LPLA - LPL Financial Welcomes James River Private Wealth | Benzinga
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC™, CRPC, has joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.
Based in Lynchburg, Va., Hengerer started his career as a senior paralegal in securities class action litigation, but his passion for positively impacting people's lives led him to the financial services industry. Now with 26 years of wealth management experience, Hengerer has developed a deep understanding of the investment world, specializing in asset management, retirement income strategies, tax planning and more. His team has grown to include head of Financial Planning Operations Martha Kerr, client services manager Devin Burton and paraplanner Breann Dooley.
"My approach to financial advice centers on helping clients make proactive choices rather than sacrifices," he said. "We serve to empower our clients' financial confidence by providing bespoke, customized investment advice designed to help simplify their finances and enrich their lives."
With the move to LPL, he rebranded his firm to James River Private Wealth - a nod to the famed river that runs 444 miles through ...