LPLA LPL Financial Holdings Inc.

LPL Financial and Gladstone Financial Resources Group Welcome Advisor Rajat Rajan

LPL Financial and Gladstone Financial Resources Group Welcome Advisor Rajat Rajan
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12/10/2020

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LPLALPL Financial Holdings Inc.

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Reports on LPL Financial Holdings Inc.

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LPL Financial Welcomes Advisor Trey Pope

LPL Financial Welcomes Advisor Trey Pope SAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) --  announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based outside of Huntsville, Alabama, Pope brings more than a decade of industry experience and serves a diverse client base that includes engineers, medical professionals, government employees and retirees, many of whom are in their pe...

April 2, 2026 1 EN
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LPL Financial Welcomes Five Star Wealth Planning

LPL Financial Welcomes Five Star Wealth Planning SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer pla...

March 31, 2026 1 EN
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LPL Welcomes Gibson Financial Group to Linsco

LPL Welcomes Gibson Financial Group to Linsco SAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Kelly Lawrence and Vin Sbano have joined to launch . The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management. Based in Boston, Gibson Financial Group serves a diverse client base across professions and life stages. The team is supported by David MacDonald, MBA, Senior LPL Registered Client Service Associate, who plays a significant role in the group’s day-to-day o...

March 24, 2026 1 EN
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LPL Financial Welcomes Consilium Wealth

LPL Financial Welcomes Consilium Wealth SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) --  announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform to form Consilium Wealth. The team reported serving over $250 million in advisory, brokerage and retirement plan assets.* Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital. Located in Tucson, Ariz., the team has nearly 60 years of combined experience and speci...

March 17, 2026 1 EN
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Legacy Ridge Private Wealth Joins LPL Strategic Wealth

Legacy Ridge Private Wealth Joins LPL Strategic Wealth SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson. Based in Sheridan, Wyo., Boley and Garber-Johnson have 50 years of experience and are both sixth generation Wyomingites. Boley and Garber-Jo...

March 12, 2026 1 EN

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