Press release
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis,
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a dedicated CFO partner to help bring on like-minded advisors, which they found in Larsen, Decker, Lewis and Miller — all family-oriented advisors who share a deep commitment to going above and beyond for clients. Meet James LarsenLarsen spent 18 years in international business management prior to becoming an advisor in 2001. His objective is to provide a sense of serenity while helping clients manage and preserve their wealth. He chose to join LPL and Carnegie to help ensure business continuity. “I’ve known many of the professionals at Carnegie Private Wealth for years and have always respected their expertise, client-first approach and values,” Larsen said. “Joining this team allows me to collaborate with advisors who share my commitment to creating meaningful financial strategies for clients. Their advanced planning resources and genuine focus on building generational relationships puts me in position to enhance my client's lives moving forward.” Meet Lucas DeckerAfter a successful decade as a financial advisor, Decker has built a practice around providing clear, strategic financial solutions for business owners, corporate executives and pre-retirees. His approach as a CFP® combines formal education with real-world experience, helping ensure clients receive practical, well-informed guidance at every stage of life. “Carnegie Private Wealth offers what I've been searching for; advanced planning resources, collaborative expertise, and innovative technology that allows me to create customized solutions for my clients,” Decker said. “Their independent approach ...