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Ex-PNC Team With $515 Million AUM Joins LPL Financial

Ex-PNC Team With $515 Million AUM Joins LPL Financial. Financial services, broker-dealer, registered independent adviser, RIA, LPL, Endeavor Wealth Strategies, Exemplar Financial Network, PNC Private Bank Trust, Indiana

Financial adviser Seth Marshall and the team at Endeavor Wealth Strategies have joined LPL Financial’s broker-dealer, registered independent adviser, and custodial platforms, aligned with Exemplar Financial Network. The Endeavor team reported serving approximately $515 million in advisory assets and joins LPL from PNC Private Bank Trust.

Marshall, a financial services veteran of nearly two decades, built his Fort Wayne, Ind., practice by delivering financial solutions and investment strategies for high-net-worth and ultra-high-net-worth individuals and families.

In recent years, Marshall recognized the need for more specialized resources to address his clients’ sophisticated needs.

“LPL has evolved significantly over the last few years into an adviser-centric culture that provides ultimate flexibility and choice in how we grow our business,” Marshall said. “With LPL’s innovative capabilities and strategic resources, coupled with localized support from Exemplar, we are excited to deliver for our clients in Northern Indiana using a full complement of professional services for all their wealth management and planning needs. We are fully committed to elevating our service offering and giving clients the one-on-one attention and detail they deserve.”

“On behalf of the entire team at Exemplar Financial Network, we are thrilled to welcome Seth to the organization. We feel his experience in leading teams, developing strategy and helping clients achieve their life’s goals will be an asset as we head into 2024,” said Dave Hubbard, founder of Exemplar Financial Network.

“We welcome Seth and the Endeavor team to the LPL community and congratulate Exemplar on growing its network in the Fort Wayne area,” said Scott Posner, LPL executive vice president of business development.

Outside of work, Marshall, who served in the U.S. Marine Corps from 1995 to 2004, is highly active in the community. He is a former councilman for the city of Huntington, Ind., a member of the Huntington County Economic Development organization and a board member of Junior Achievement in Huntington and Pathfinders Services.

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