Press release
LPL Financial welcomes advisor Kelly Compton
SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial’s broker-dealer,
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. He reported having served approximately $150 million in advisory and retirement plan assets* and joins LPL after owning his RIA, WCM Wealth Management, which custodied with Schwab Advisor Services. Based in San Antonio, Compton has always had an entrepreneurial spirit and a love of helping others. He started his career in the hospitality industry as a partner for a restaurant enterprise, where he sharpened his finance, planning and business skillsets. All the while, he was fascinated by the world of investments and trading. Compton became a financial advisor in 2000 and left the wirehouse environment in 2006 to become independent. He eventually moved to a fee-only practice in 2011, where he also fulfilled the role of Chief Investment Officer for WCM Wealth Management. He works primarily with business professionals and executives, offering risk-based model portfolios based on each client’s unique financial goals. His aspiration is to provide clients with sound, conservative financial advice and investment recommendations to help set them up for a more successful future. “As my book of business has grown, it became increasingly clear that I needed to find a way to scale my practice while maintaining the high level of service that my clients have come to expect,\" said Compton. “After significant due diligence, it became apparent that Client Centric Wealth Management and LPL Financial were natural fits for my practice. I’m impressed with LPL’s size and scale, as well as its commitment to providing advisors with innovative tools and flexibility in how we work with clients. I’m also looking forward to being part of Client Centric’s community of like-minded advisors who share my passion for helping clients work toward their financial aspirations. This new partnership with Client Centric Wealth Management will help ensure business continuity for generations to come.” Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Kelly to the LPL community and are honored to be his partner of choice as he scales his business. LPL rem...