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New Advisor and Enterprise Partnerships

Financial Advisor Joaquin Lopez Joins LPL Financial
Traditional Independent | $130M
March 22, 2023
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Financial Advisors Ron Clark, George Brkljacic Join LPL Financial
Traditional Independent | $250M
March 20, 2023
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Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management
Traditional Independent | $185M
March 15, 2023
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LPL Financial Welcomes Advisor Nick Lalonde
Traditional Independent | $200M
March 13, 2023
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LPL Financial Welcomes New Linsco Advisor in San Diego
Independent Employee | $120M
March 9, 2023
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Carnegie Private Wealth Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $1.45B
March 6, 2023
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LPL Financial Welcomes Lanier Wealth Management
Traditional Independent | $300M
March 2, 2023
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Eric Gallinger Joins LPL Financial, Stratos Wealth to Launch Independent Firm
Traditional Independent | $300M
February 28, 2023
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Maher Wealth Management Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $440M
February 27, 2023
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Legacy Financial Group Joins LPL Financial
Traditional Independent | $225M
February 13, 2023
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LPL Financial Welcomes Advisor Jonathan Blakelock
Traditional Independent | $180M
January 30, 2023
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LPL Financial Welcomes New Linsco Teams in Texas and Florida
Independent Employee | $275M
January 23, 2023
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LPL Financial Welcomes Fenton Wangler Financial
Traditional Independent | $300M
January 12, 2023
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Financial Advisor David J. Dobrusin Joins LPL Financial
Traditional Independent | $200M
January 9, 2023
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LPL Financial Welcomes Advisor Matt Irwin
Traditional Independent | $160M
January 3, 2023
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*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.
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