Commonwealth Financial Network has added Nelson & Nelson Wealth Management of Camarillo, California, to its network of independent financial advisors.
Formerly affiliated with LPL Financial, Lance Nelson, ChFC, brings with him $92m in client assets.
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Nelson & Nelson has been fostering clients’ long-term financial goals since 1988, and specializes in retirement planning and retirement distribution planning.
Commenting on the move, Nelson said: "Finding a broker/dealer who is as service-oriented as we are was a priority for us.Commonwealth’s impressive, highly integrated technology platform is valuable and hard to find anywhere else. It will surely add value to our day-to-day operations."
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