LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors John Thornton and Jake McLean have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Capitum Wealth Management.
They reported having served approximately $245 million in advisory, brokerage and retirement plan assets and join LPL from Wells Fargo Advisors.
Thornton, who marks 40 years as an advisor this year, teamed up McLean to create a multigenerational office to share resources and combine insights.
LPL says both advisors they take a holistic approach to supporting all facets of wealth management for families, individuals and business owners.
“Our mission is to provide high quality, personalized service and help clients understand the financial landscape so they can become financially self-reliant and give more purpose to their money,” Thornton said. “We do this by learning about each client’s unique financial situation and goals. Then we cultivate a detailed plan that combines all aspects of communication, both face-to-face and electronic, to keep clients engaged each step of the way.”