Advisor Brandon Chase of Fort Worth, Texas shifted his practice from Raymond James Financial Services where he managed $125 million to LPL Financial. Chase joined LPL’s broker/dealer, registered investment advisor and custodial platforms, according to the announcement.
Chase, along with assistant and vice president of client relations Brandy Cumberledge, joined LPL shortly after moving to HUB Retirement and Wealth Management, also known as HUB Retirement and Private Wealth, a subsidiary of global insurance brokerage HUB International. The insurance brokerage offers securities through partner broker/dealers, including LPL. Chase uses Global Retirement Partners, a retirement-focused RIA acquired by HUB in 2019, as his office of supervisory jurisdiction.
As a HUB advisor and certified exit planner, Chase plans to develop his exit planning service for business owner clients.
“The addition of Brandon, Brandy and their great clients to our HUB Retirement and Wealth Management team will help bolster our intentional focus on serving business owners and individuals well,” said Matt Morris, HUB Fort Worth area president.
Prior to Chase, HUB International recently brought a Fort Worth team managing $800 million to LPL from Kestra.
Chase worked for Edward Jones for eight years before he joined Raymond James. He was there for five years before he moved on to LPL.