LPL Financial Adds $120 Million Team to BD and RIA Platforms
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Seacoast Financial Network to its broker-dealer and corporate registered investment advisor platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Seacoast Financial Network to its broker-dealer and corporate registered investment advisor platforms. Seacoast joins from O.N. Equity Sales Company and serves approximately $120 million of client brokerage and advisory assets.
Based in North Hampton, New Hampshire, Seacoast includes financial advisors Julie Welch and Dan Goland, a retired U.S. Army Major who started his financial services career upon retiring in 2000. The team also includes sales assistant Chrystal Goland and insurance operations associate Meagan MacKinnon.
Seacoast is a full-service firm that offers financial planning services and wealth management to individuals and businesses, as well as retirement solutions and estate analysis.
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.
