SAN DIEGO, Feb. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Blair Waller, CFP®, has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, a subsidiary of AIG.
With the move, he launches Waller Creek Wealth Management, an independent financial practice based in Austin, Texas. The name of the firm – which is coincidental – is a nod to Waller Creek, a stream that runs through the University of Texas at Austin and is named after the first mayor of the city. Waller, who started in the financial services industry nearly a decade ago, said his goal for the new boutique practice is to cultivate and maintain close relationships with his clients to fully understand their unique financial needs and fiscal objectives.
"I have found that there can be a real fear around addressing personal finances, and my mission is to turn that fear into empowerment through education," Waller said. "I tell clients, ‘my goal is to help educate you so you can take an active role in your financial planning process. I want you to get to a place where you can concisely explain to your friends and family how we are managing your money, what kinds of investments you have, why we ...