Business
Advisors John Thornton and Jake Mclean Join Linsco By LPL Financial
CHARLOTTE, N.C., July 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Thornton and Jake McLean have joined LPL’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., July 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Thornton and Jake McLean have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Capitum Wealth Management. They reported having served approximately $245 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Thornton, who marks 40 years as an advisor this year, teamed up McLean to create a multigenerational office to share resources and combine insights to serve their clients better. Both advisors developed a passion for investments at an early age, committing themselves to continuous learning and growth as the industry evolves. Together, they take a holistic approach to supporting all facets of wealth management for families, individuals and business owners. “Our mission is to provide high quality, personalized service and help clients understand the financial landscape so they can become financially self-reliant and give more purpose to their money,” Thornton said. “We do this by learning about each client’s unique financial situation and goals. Then we cultivate a detailed plan that combines all aspects of communication, both face-to-face and electronic, to keep clients engaged each step of the way.” Looking for more autonomy and control of how they build out the next chapter of their business, the advisors turned to Linsco by LPL Financial. With the move, they become the first tenants in a new private executive office in Charlottesville, Va., for Linsco advisors. “During my 40-year career, I’ve seen a significant shift in the industry. Walls have crumbled with the spread of independent providers of financial research and portfolio management technology,” Thornton said. “We look forward to having more freedom to put our clients’ needs first and operate on our own terms.” Why they chose Linsco by LPL Financial “We believe LPL is the future of this industry,” McLean added. “We want to be relevant now — and 30 years from now — and to do that we needed to build a business that’s uniquely our own, backed by LPL’s innovative capabilities and resources. We especially look forward to building out our personal brand using LPL’s modern marketing tactics.” Linsco by LPL serves financial advisors seeking the core tenets of independence, including owning thei...