LPL Financial announced that financial advisor Matthew Holbrook, CFP, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Coastline Wealth Advisory of LPL Financial. He reported having served approximately $385 million in advisory, brokerage and retirement plan assets and joins LPL from UnionBanc Investment Services, which is part of U.S. Bank.
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Read More on LPLA:
- Commerce Financial Advisors Joins LPL Financial’s Institution Services Platform
- Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial
- LPL Financial: Watermark Wealth joins broker-dealer, RIA, custodial platforms
- LPL Financial Welcomes Watermark Wealth Management
- LPL says total client cash balances a July-end $48.8B down $1.2B from June- end
