LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Colleen Schuler and John Gibson have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
Schuler and Gibson reported having served approximately $205 million in advisory, brokerage and retirement plan assets, and join LPL from Fulton Financial Advisors, part of Raymond James.
Based in Anne Arundel County, Maryland, the advisors have worked together since 2008 and said their shared client-centric philosophy led them to launch their independent practice, Gibson Schuler Wealth Advisors LLC.
“If you don’t have a financial plan, you’re just guessing,” said Gibson. “Our client base is made up of both pre-and post-retirees, and we make it a priority to understand each of their unique financial situations, as well as their aspirations, to help them achieve their fiscal goals.”
LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent RIA firms nationwide.