LPL Financial Adds Horizon Wealth Management Group With $385 Million in Assets

M&A · PartnershipNews
โดย GlobeNewswire·Read original
Summary · why it matters

LPL Financial LLC announced that financial advisors Bill Wagner, Scott Sennett and Andrew Kocukov of Horizon Wealth Management Group have joined its broker-dealer and Registered Investment Advisor platforms. The Wichita, Kansas-based team reported serving approximately $385 million in advisory, brokerage and retirement plan assets and joins LPL from Wells Fargo Advisors Financial Network. The ensemble practice, which also includes Operations Manager Julie Starns, focuses on retirees and individuals approaching retirement, with a majority of the practice centered on the distribution phase of clients' financial lives. Wagner said the team chose LPL for its technology, financial planning tools and dedicated service model, while LPL Chief Growth Officer Marc Cohen said the firm was honored to welcome the team. LPL Financial Holdings Inc. supports more than 32,000 financial advisors and approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets.

Impact on stocks 2

Digital Finance & Tokenization▲ · 1 stocks
LPL Financial Holdings Inc
LPLA
▲ PositiveDemandrelevance

Horizon Wealth Management Group with $385M in assets joins LPL's broker-dealer and RIA platforms, adding advisors and client assets.

Aging Population▲ · 1 stocks

Off-coverage companies 1

Horizon Wealth Management GroupPrivate▲ Positive
Demandrelevance

Horizon Wealth Management Group joins LPL, gaining its technology, financial planning tools and service model.

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