LPL Adds Former Wells Fargo Advisor to Existing Firm Gladstone
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Breandan Kelly has joined the company from Wells Fargo Advisors, and will align with Gladstone Wealth Group.
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Breandan Kelly has joined the company from Wells Fargo Advisors, and will align with Gladstone Wealth Group. Kelly reported that his firm manages approximately $110 million of client brokerage, advisory and retirement plan assets.
Launched through Gladstone’s Partnership Program, Kelly created a new Gladstone branch in Fort Myers, Florida, where he is supported by two staff members, including Catherine Byrd, director of operations, and Kathy Kelly, client services assistant. Gladstone’s program helps establish a business structure for advisors, providing operational support and utilizing LPL Financial’s platform and custodial and brokerage services.
“We are excited that Breandan chose to leverage our Partnership Program to build his independent business. His energy and professionalism are exactly what our firm looks for in advisors,” said Richard Frick, managing partner and CEO of Gladstone. “We value our advisors. Their success is our success. Our affiliation with LPL delivers value by providing the resources and innovative solutions that help us and our advisors evolve. Their scale is key to enabling our firm’s continuous growth.”
LPL Financial provides service to approximately $628.1 billion in brokerage and advisory assets as of the fourth quarter of 2018. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 16,000 financial advisors and 700 financial institutions.
