Business
Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial
CHARLOTTE, N.C., Aug. 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Holbrook, CFP®, has joined LPL’s employee
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., Aug. 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Holbrook, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Coastline Wealth Advisory of LPL Financial. He reported having served approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from UnionBanc Investment Services, which is part of U.S. Bank. With more than two decades of industry experience, Holbrook is driven to help his clients organize and map their financial lives so they can make informed decisions about their fiscal futures. “One of the best things about being a financial advisor is seeing the positive impact my advice can have on my clients’ lives and watching them become more confident about their finances through planning and education,” said Holbrook, who works primarily with business owners, healthcare professionals and executives. When working with clients, he’s often overheard saying, “The best time to plant a tree was 20 years ago. The second-best time is today.” That sentiment also reflects his decision to shift business away from banking influence and take a more independent approach. Why he chose Linsco by LPL Financial Looking for more autonomy and flexibility, Holbrook spent more than a year researching firms before selecting Linsco by LPL Financial as this best fit for his business. With the move, he becomes the first advisor in a new Linsco office in Irvine, Calif. “By joining LPL Financial, I am working with a firm that puts the advisor first and offers the support, technology and investment solutions necessary to run a premier practice,” Holbrook said. “As a Linsco advisor, I have a more liberated way of doing business and I can provide my clients with unbiased advice in their best interests. I also have more flexibility to tailor my offerings to their individual needs and offer a wider range of investment options.” Linsco by LPL serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice, their way. With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated market...