LPL’s New Independent Employee Advisor Affiliation Model

New model offers advisors the benefits of being independent—including ownership of their book of business—with the security and stability of being an LPL employee.

LPL Welcomes Cashman Consulting

Cashman Consulting has joined LPL from Kestra Investment Services. The firm reported having served approximately $670 million in advisory, brokerage and retirement plan assets.

LPL Welcomes Bernicke Wealth Management

Bernicke Wealth joined LPL Financial, aligning with Great Valley Advisor Group. They reported having served approximately $530 million in advisory and brokerage assets with TD Ameritrade and Triad Advisors, part of Advisor Group, respectively.

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