New Advisor and Institution Partnerships

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.