CHARLOTTE, N.C. – March 28, 2019 – LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Seacoast Financial Network has joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms. The firm reported that its advisors served approximately $120 million of client brokerage and advisory assets*. They join from O.N. Equity Sales Company.
Based in North Hampton, N.H., the firm is made up of financial advisors Julie Welch and Dan Goland CRPC® CLTC®, a retired U.S. Army Major who began his financial services career upon retiring in 2000. With support from team members Meagan MacKinnon and Chrystal Goland, the advisors provide personalized wealth management services with a philosophy centered on helping clients with risk management, wealth accumulation and preservation strategies.
Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, “We welcome Seacoast Financial Network to LPL and are proud to be able to support them and their independent practice. As the leader in the independent market, we will continue to leverage our positon to be a value driver for our advisors. We can do that through our scale, helping advisors manage their practices cost effectively and efficiently, and by investing in technology and capabilities that can help them be successful by serving their clients’ needs. We look forward to a long-term partnership with Julie, Dan and their team.”
Find out about other firms that recently joined LPL in the News and Media section of LPL.com.
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.
Securities offered through LPL Financial, Member FINRA/SIPC.
Seacoast Financial Network is a separate entity from LPL Financial
*Based on prior business. Reported assets have not been independently and fully verified by LPL Financial.
**Based on total revenues, Financial Planning magazine June 1996-2018