LPL Financial Adds Former UBS Broker with $160 Million Of Client Assets
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Cary L. Hall Jr., founder and chief executive officer of CLH Wealth Management, to its broker-dealer and corporate registered investment advisor platforms. Hall is based in Princeton, New Jersey.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Cary L. Hall Jr., founder and chief executive officer of CLH Wealth Management, to its broker-dealer and corporate registered investment advisor platforms. Hall is based in Princeton, New Jersey.
Hall, who will align with LPL-affiliated firm Gladstone Wealth Group, manages approximately $160 million of client brokerage, advisory and retirement plan assets and joins from UBS Financial Services, where he was affiliated for 20 years.
Hall, a former Army captain who served 16 years in the U.S. military, has a base of clients made up of attorneys, IT professionals, athletes, entertainers, veterans, retirees, professionals and organizations. He has more than 26 years of wealth management experience and provides financial planning and investment management services.
Hall holds a bachelor’s degree in business management and administration from California State University – Sacramento and holds FINRA Series 7, 63, 65 and Securities Industry Essentials licenses.
LPL Financial provides service to approximately $684 billion in brokerage and advisory assets as of the first quarter of 2019. 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.
