LPL Financial Welcomes Preferred Financial Group
LPL Financial announced that advisors Pat and James Gilbert of Preferred Financial Group have joined its broker-dealer and RIA platforms, bringing approximately $230 million in client assets. The team, which moved from Harbour Investments, cited LPL’s scale and technology as primary reasons for the transition.
Key figures
- Lpl total aum
- $2.6 trillion
- Lpl client count
- ~ 8,000,000
- Recruited assets
- $230 million
- Lpl advisor count
- > 32,000
- Lpl institution count
- ~ 1,100
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.