AFG provides professional services to its independent financial advisor members in the Midwest, Great Lakes and Southeast regions.
Further, structured as a professional partnership, AFG is owned by its advisor members, who share an equity interest in AFG as a separately managed professional services firm. AFG generated trailing 12 month revenues of US$11.2 million.
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AFG will affiliate with LPL Financial under its current producer group structure, and continue to grow under its own existing brands and organization.
Additionally, as part of this transition, the LPL Financial RIA platform will become the primary custodian for AFG’s sister company and Registered Investment Advisory (RIA) firm, Advantage Investment Management (AIM), which will continue to provide fee-based solutions to the advisor members of the AFG producer group.
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