Skip to content

Financial Advisor Joins LPL From Wells Fargo to Form Independent Practice

Business partnership meeting in office

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Scott Glasson has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch his own practice, Glasson Financial Powered by LPL Financial.

He reported having served approximately $120 million in advisory, brokerage and retirement plan assets, and joins LPL from Wells Fargo Advisor.

The company says Glasson will have an office in the Linsco suite of LPL’s San Diego campus.

After moving to Los Angeles in the mid-1990s to become a professional guitarist, the musician took a sales assistant job on a brokerage team to help pay the bills. Glasson says that he quickly saw the impact of the investing and financial planning process, so he shifted his career plans to become a financial advisor.

Now with 28 years of industry experience, Glasson still plays guitar but says that he takes the most pride in helping clients work toward their financial goals and have a deeper understanding of their investments.

“The core of my business is guiding 45- to 65-year-old clients into retirement, and then taking care of them once they get there,” Glasson said. “We create a financial plan before we ever invest a cent and then we stay connected with frequent communication. I’ve found that availability is the very best ability.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

Click here to visit The DI Wire directory page.