LPL Update - October

Stay informed with the LPL Update – a new article I’ll be sharing each month detailing the exciting new partnerships we’ve formed, as well as important information that will benefit LPL advisors.

As we dove head first into month one of Q4 here at LPL, we proudly reflect on and celebrate our new partnerships and our growing #LPLAdvisor community.

Here’s what happened in October -

New Partnerships:

We kicked off October with an inspirational advisor growth story. As we welcomed our new partnership with Sean Khaligh of EQ Private Wealth Advisors, we learned of his journey to financial services, the adversity he faced along the way and his dream of owning his own business that he never gave up on. Sean's story is that of true success and we couldn't be more honored he selected LPL to be his partner for the next chapter of his journey.

Following Sean, we announced the addition of industry expert and top advisor, Lindsey D. Rhea with Alia Wealth Partners to our community of #LPLAdvisors. Lindsey is highly successful in her career and has obtained numerous industry awards including 2020 and 2021 Forbes Top Women Wealth Advisor, 2019-2021 Forbes Best-In-State Wealth Advisor and 2019 Forbes Next-Gen Best-In-State Wealth Advisor. We proudly welcome these first class advisors to our LPL Strategic Wealth Services model.

Alongside Gladstone Wealth Partners, we had the privilege of welcoming industry veteran and retired US Navy captain with over 30 years served, Douglas Chin to our LPL family. For Douglas, every decision he makes is in his clients’ best interests – a strong commitment that fully resonates with us, and we look forward to supporting him for many years to come. We thank Doug for his service and for choosing LPL.

Looking to elevate his practice, provide enhanced service in times of crisis and operate in his clients’ best interest, Guy Rodgers chose to move his business to LPL. Joining our RIA and custodial platforms, Guy is able to live out his slogan of, “clarity, confidence and concierge care” with LPL. We are excited to welcome Guy and look forward to supporting his mission and dedication to his clients.

We proudly welcomed Peter Shunyia to LPL this month as he launched his newly independent practice, Shunyia & Co. Private Wealth Advisors. Shunyia joins us with over 20 years of industry knowledge and experience and believes LPL’s robust resources, innovative solutions and wide-reaching advisor network make LPL, “the right home for my financial practice.” Welcome!

After extensive due diligence, which included interviewing six firms and speaking with their respective advisors, the team at Riolo Financial Group chose to partner with LPL for the next chapter of their business. It’s an honor to have been selected as their chosen partner and to allow these advisors to have more freedom in how they operate their business. We look forward to supporting their journey!

Finally, we close out a successful month with the welcome addition of David Winchell with Winchell Financial Group to our LPL Strategic Wealth Services platform. Winchell did his research – looking at every model at multiple firms, but LPL stood out to him for our high standards, innovative technology and mission to take care of our advisors so they can take care of their clients. Thank you for entrusting us with your business, David!