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LPL Recruits Former Advisor Group Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added seven financial advisors with CPC Financial Planning to its broker-dealer and corporate registered investment advisor platforms.

LPL Financial LLC, the nation’s largest independent broker-dealer, has added seven financial advisors with CPC Financial Planning to its broker-dealer and corporate registered investment advisor platforms. The advisors join from Royal Alliance, part of the Advisor Group network of broker-dealers, and serve approximately $390 million in brokerage, advisory and retirement plan assets.

Based in King of Prussia, Pennsylvania, CPC Financial’s team includes Rich Capasso, Earl Clairmont, John Paciello, Andy Gilinsky, Charlie Wilensky, Rick Clairmont and Frank Imperial CFP. All are also certified public accountants and are assisted by three office support staff. The team offers financial planning, investment advice and tax services to executives, professionals and small business owners.

LPL Financial provides service to approximately $719 billion in brokerage and advisory assets as of September 30, 2019. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,349 financial advisors and 700 financial institutions.

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