Former UnionBanc Advisor with $385 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Matthew Holbrook has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Coastline Wealth Advisory of LPL Financial.

Holbrook reported having served approximately $385 million in advisory, brokerage and retirement plan assets and joins LPL from UnionBanc Investment Services, which is part of U.S. Bank.

With more than two decades of industry experience, LPL says Holbrook works primarily with business owners, healthcare professionals and executives.

“One of the best things about being a financial advisor is seeing the positive impact my advice can have on my clients’ lives and watching them become more confident about their finances through planning and education,” said Holbrook.

With the move, he becomes the first advisor in a new Linsco office in Irvine, California.

“By joining LPL Financial, I am working with a firm that puts the advisor first and offers the support, technology and investment solutions necessary to run a premier practice,” Holbrook said. “As a Linsco advisor, I have a more liberated way of doing business and I can provide my clients with unbiased advice in their best interests. I also have more flexibility to tailor my offerings to their individual needs and offer a wider range of investment options.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.

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