LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Tim Truebenbach CFP, has joined LPL’s employee advisor channel, Linsco by LPL Financial.
He reported having served approximately $350 million in advisory, brokerage and retirement assets, and joins LPL from Morgan Stanley. He will be the anchor tenant in a newly built Linsco office in Tacoma, Washington.
“We believe that financial planning powered by asset allocation should be the cornerstone of each client’s portfolio,” Truebenbach said. “We take a three-pillar approach to helping clients based on proactive and regular communication. It begins with process, which leads to smarter decisions, and then collaboration between a client and their entire financial team followed by personal attention each step of the way.”
Truebenbach is an advisor with more than 25 years of industry experience. Prior to serving as a senior vice president at Morgan Stanley for more than fourteen years, he grew his business by providing comprehensive financial planning and wealth management to families, trusts and businesses. He is supported by Registered Client Services Associate Wendy Keefe.
“On behalf of LPL, I’m pleased to welcome Tim to the LPL community,” said Scott Posner, LPL executive vice president, business development. “His desire to keep clients’ needs at top of mind is firmly aligned with LPL’s mission to take care of our advisors so they can take care of their clients. We do this by creating differentiated and compelling experiences, for both advisors and their clients. We deliver independent solutions designed to meet advisors where they are in the evolution of their practice, providing them with choice and flexibility in how they manage and grow their business. We look forward to a long-lasting relationship with True Private Wealth Powered by LPL Financial.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.