CHARLOTTE, N.C. – Oct. 11, 2018 – LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Gulf Coast Wealth Advisors has joined LPL’s broker-dealer and corporate registered investment advisor (RIA) platforms. The Gulf Coast Wealth Advisors team is led by advisor Jeffrey LaBelle and is based in Sarasota, Fla. The firm reported that its advisors served approximately $110 million of client brokerage and advisory assets as of June 30, 2018.* The firm joins from First Allied Securities, Inc.
“We are thrilled to be with LPL for our clients and for our team,” said LaBelle, CEO and founder. “The resources, research and technology available from LPL will enable us to provide a new level of investment and financial planning to our clients, helping to provide them more confidence in their financial futures.”
LaBelle has 30 years of experience in the financial industry. He is joined by advisor and Army veteran John Scott and Kristin Begley, a client services representative. The team uses a “three-bucket approach” to address a client’s needs for growth, income and liquidity in the portfolio, and is committed to developing a customized financial plan for each client.
For more information on the firm, visit www.gulfcoastwealthadvisors.com.
Read about other firms that recently joined LPL in the News and Media section.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets have not been independently and fully verified by LPL Financial.
**Based on total revenues, Financial Planning magazine June 1996-2018
LPL Financial and Gulf Coast Wealth Advisors are separate entities.