
LPL Financial has been growing its team of experienced advisors, and this week is no exception. The company has welcomed three new advisor teams to its roster.
These new teams bring a wealth of knowledge and expertise to LPL Financial, with a combined total of over 100 years of experience in the financial industry.
The addition of these new teams is a testament to LPL Financial's commitment to providing top-notch service and support to its clients.
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LPL Financial News
LPL Financial has made some exciting moves this week, adding not one, but two advisor teams to their roster. One team, led by Jason Johnson, has joined from Ameriprise, bringing $400 million in assets with them.
Jason Johnson and his team have a combined 25 years of experience in the financial industry and have offices in Washington and Idaho. They've opted to join LPL Financial's broker-dealer, RIA, and custodial platforms.
LPL Financial has a strong presence in the industry, with a total of $764 billion in brokerage and advisory assets as of December 31, 2019. This is a testament to their ability to attract and retain top talent in the field.
Another team of three advisors, Shawn Walton, Debbie Hawksworth, and Richard Coloni, has also joined LPL Financial. They collectively manage $100 million in client assets and bring a diverse range of skills and services to the table.
The three advisors have a strong focus on community involvement and giving back, which aligns with LPL Financial's values. They've formed a new office called Synergy Wealth Alliance, which offers a range of services including financial planning, investment portfolio management, and business retirement planning.
Here's a quick rundown of the two advisor teams that have joined LPL Financial this week:
These additions demonstrate LPL Financial's commitment to growth and innovation in the financial industry.
Frequently Asked Questions
How many advisors work for LPL Financial?
LPL Financial supports over 28,000 financial advisors across the country. This includes advisors at institution-based investment programs and registered investment advisor firms.
Sources
- https://www.financial-planning.com/list/lpl-raymond-james-commonwealth-add-teams-dynasty-rearranges-the-c-suite
- https://www.financial-planning.com/list/advisor-moves-lpl-merrill-raymond-james-and-other-big-deals-of-the-week
- https://www.thinkadvisor.com/2024/05/23/lpl-adds-4-6b-lincoln-team-705m-merrill-duo/
- https://citywire.com/ria/news/lpl-adds-400m-advisor-team-from-ameriprise/a2421348
- https://thediwire.com/lpl-adds-three-advisor-team-with-100-million-in-client-assets/
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