LPL Financial (LPLA) announced that financial advisor Mai Park has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets and joins LPL from Merrill Lynch. Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high school science teacher. With more than 20 years of industry experience, Park focuses on estate planning, investment management, retirement planning, tax planning and wealth management, taking a holistic and comprehensive approach with the goal of fostering meaningful, multi-generational relationships.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial: Beamish Wealth joins Linsco by LPL Financial
- LPL Financial Stockholders Approve Key Proposals at Annual Meeting
- LPL Financial reports advisory, brokerage assets at the end of April of $1.79T
- LPL Financial: Beacon Financial joins broker-dealer, RIA, custodial platforms
- LPL Financial appoints Tara Thompson Popernik as EVP, Head of Wealth Planning