Home Alts News Wood Wealth Management Launches Via LPL Financial

Wood Wealth Management Launches Via LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Brendan Wood, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Wood Wealth Management of LPL Financial.

Wood reported having served approximately $130 million in advisory, brokerage and retirement plan assets and joins LPL from Merrill Lynch.

Based in West Hartford, Connecticut, Wood is a former independent school teacher who shifted careers to wealth management in 2007.

“I’m passionate about empowering clients by investing thoughtfully on their behalf and helping them understand how their money is working for them,” Wood said. “Warren Buffet’s teacher, Benjamin Graham, remains my greatest inspiration as a practitioner. His ‘margin of safety’ concept is deeply rooted in my planning and investing processes.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent RIA firms nationwide.

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