New Advisor & Institution Partnerships

LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks

Traditional Independent | $430M

Jan 15, 2025
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LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel

Independent Employee | $340M

Jan 13, 2025
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LPL Financial Welcomes Advisor John Somerville to Linsco Channel

Independent Employee | $280M

Jan 06, 2025
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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.