Financial Advisor Tim Truebenbach Joins Linsco by LPL Financial

About this update from Lpl Financial Holdings Inc.

[{"type":"text","content":"CHARLOTTE, N.C., Nov. 14, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tim Truebenbach CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”). He reported having served approximately $350 million in advisory, brokerage and retirement assets*, and joins LPL from Morgan Stanley. He will be the anchor tenant in a newly built Linsco office in Tacoma, Wash. Truebenbach, who gained his enthusiasm for the stock market as a junior in high school, is a seasoned advisor with more than 25 years of industry experience. He grew his business from the ground up by providing comprehensive financial planning and wealth management to high-net-worth families, trusts and businesses. He is supported by Registered Client Services Associate Wendy Keefe. “We believe that financial planning powered by asset allocation should be the cornerstone of each client’s portfolio,” Truebenbach said. “We take a three pillar approach to helping clients based on proactive and regular communication. It begins with process, which leads to smarter decisions, and then collaboration between a client and their entire financial team followed by personal attention each step of the way.” Ultimately, Truebenbach says the driving question at the firm is, “How does it benefit the client?” And that’s exactly what led him to LPL. In launching True Private Wealth Powered by LPL Financial, it was important for Truebenbach to join a firm that would allow him flexibility and the ability to build his business on his own terms. “I went through an extensive due diligence process to look into how we could better serve clients with more meaning, in ways that matters to them,” Truebenbach said. “This move allows me the freedom to do what I want for my business and focus my time on my own agenda, which is to shift more into investing, planning and the client experience.” Why Linsco by LPL? Truebenbach, who had become accustomed to having the support of a large firm, said the Linsco employee advisor model offers the best of both worlds: The ability to call the shots for his business and clients, along with access to LPL’s leading technology capabilities, resources and a dedicated support team that allows him to focus on what matters most: his clients. Linsco by LPL serves financial advisors seeking the core tenets of independe...

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