Press release
LPL Financial Welcomes Barlow Capital Advisors
SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based just outside of Dallas in Flower Mound, Texas, Barlow is a second-generation financial advisor who founded Barlow Capital Advisors in 2009. After a decade working in the financial services industry, Barlow wanted to create a family-owned and operated independent practice to serve his community. Supported by Senior Client Service Associate Keri Alanis and Client Service Associate Amanda Barlow — Brennan’s wife — Barlow takes a holistic approach to offering wealth management advice and strategy to his clients. “I believe in the ‘Three P’s’: Protect your wealth, preserve your lifestyle and prevent surprises in retirement,” Barlow said. “To that end, I take the time to educate my clients on the wealth management process and then work alongside them to ensure our strategies are consistently angled toward their ideal financial outcome.” Looking for more autonomy and the flexibility to run and grow his business, the Barlow Capital Advisors team turned to LPL Financial. “LPL offers unmatched flexibility and service options that will allow me to enhance my current practice and provide an elevated client experience,” Barlow said. “By partnering with LPL, I am confident I can build my business the way I envision and in a way that exceeds my clients’ expectations.” Scott Posner, LPL Managing Director, Business Development, said, “We welcome Brennan, Keri and Amanda to LPL and wish them success on this next chapter of their business. At LPL, we understand that advisors are looking for sophisticated capabilities and the autonomy to build and grow their practice according to their vision. We look forward to supporting Barlow Capital Advisors for years to come.” Related Advisors, learn how LPL Financial can help take your business to the next level. About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and t...