LPL Financial: Harbor Lights joins LPL’s broker-dealer, RIA, custodial platforms

LPL Financial announced that the founders, financial advisors and staff with Harbor Lights Financial Group have returned to LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $535 million in advisory, brokerage and retirement plan assets and join LPL from Wells Fargo FiNet. Headquartered in Manasquan, N.J., Harbor Lights Financial Group was founded in 1994 by financial advisors Doug Lockwood, CFP, Rob Tendler, CFP, CLU, and Ken Roberts, CFP, all who share a passion for helping clients on their journey to financial freedom by providing strategic investment advice, customized planning and high-touch service experiences. They built the practice uniquely by helping employees of large companies with their retirement planning, and they later grew their business in the high-net-worth space. The team includes financial advisors David Scureman, MBA, CFP, and Jonathan Shippee, MBA, CFP, along with Chief Operating Officer Steve Catapano and five office support staff members.