LPL Financial LLC, the nation’s largest independent broker-dealer, announced that two teams of financial advisors who serve a combined $275 million in advisory, brokerage and retirement plan assets have joined LPL’s employee advisor channel, Linsco by LPL Financial.
Chris Corcoran CRPC, joins from Merrill Lynch and will be the first tenant in a new Linsco office in Houston, Texas. Additionally, Matt Jackson and Adam Callender CRPC, join LPL from Truist and, according to the company, will work remotely from Northeast Florida.
With nearly 25 years of industry experience, Corcoran works primarily with oil and gas engineers and other “self-made clients.”
“I entered financial services because I saw the impact it has on a person’s life,” Corcoran said. “I found that many people don’t have the experience or inclination to create a plan for their financial future, but with the right guidance and processes in place, they are better prepared to send their children to college, retire comfortably and distribute wealth to the next generation. I’ve spent two decades building a relationship-driven practice where I do my best to provide great experiences, financial education and timely advice, all actionable and simple to understand.”
With the move to LPL, Corcoran launches Memorial Financial Advisors of LPL Financial, named after the suburban Memorial area of Houston.
With a combined 22 years of financial services experience, Jackson and Callender have worked together since 2006, having shifted from the mortgage industry to wealth management in 2010. The advisors specialize in retirement planning, investment solutions and appropriate risk management strategies, and they are joined by registered client service associate Tiffany Nessmith.
“Our process begins by understanding each client’s goals and learning about their family and interests,” Jackson said. “Then, we tailor a combination of strategies for each client, helping them understand and adjust for the impact of key events in the market as they work toward financial success.”
“We welcome these teams to the Linsco community and are honored that Chris, Matt and Adam recognized that LPL can help them take their practice to the next level,” Scott Posner, LPL executive vice president, business development, said. Linsco advisors enjoy all the benefits of being an LPL employee, along with autonomy to manage their practice on their own terms.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
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