“Through due diligence process, it became clear that my clients would be better served …by Gladstone, backed by the support of LPL.” - Frank Cangelosi

“With this move, I am able to serve my clients as I see fit while leveraging the robust resources and innovative capabilities provided by LPL and the boutique service from my partners at Gladstone.” – Joe Myer

“Now, as independent advisors, we can offer improved transparency and operate in our clients’ best interests. That freedom is powerful and very refreshing.” – John Klaas

“The combination of Gladstone and LPL provides us with access to knowledgeable and experienced team members and robust resources designed to help us differentiate our business and expand our offerings and service.” – John Tarantino

“As we began searching for a partner to help us serve our clients’ growing needs, LPL Financial and Gladstone stood out.”

“With the move to LPL and Gladstone, we have additional resources … so we can go back to what we enjoy doing, which is individual portfolio management and building wealth for our clients.” – Paul Krumenacker

LPL Financial is seeing growth in asset management as new, diverse advisors bring their vision for success and join through LPL’s affiliations and business models that offer the support independent advisors and institutions are craving.

“We are also so thrilled to be a part of the LPL family. The firm has demonstrated every day that they are a righteous partner, so focused on the advisor experience.” – Bruce Kelm