LPL Financial Recruits Former Wells Fargo Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Glenn Drake and John Kinzer have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms, leveraging LPL as custodian.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Glenn Drake and John Kinzer have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms, leveraging LPL as custodian. They reported having served approximately $225 million in brokerage and advisory assets and join from Wells Fargo Financial Advisors Network.
Drake and Kinzer are managing partners of CenterPoint Wealth Advisors, based in Crownsville, Maryland, just outside of Annapolis, and serves mostly affluent families, executives and small business owners.
The advisors partnered in 2003 and have more than 60 years combined experience in the industry. They are joined by operations manager Rachel Waltjen, who has worked with the team for more than 17 years.
“We share the same core beliefs and approach to working with our clients, but we each bring different skill sets to the table. We believe the team approach helps us better serve our clients’ diverse needs,” Drake said.
LPL Financial provides service to approximately $670 billion in brokerage and advisory assets as of March 31, 2020. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,763 financial advisors and 700 financial institutions.
