Business
LPL Financial Welcomes New Linsco Advisor in San Diego
SAN DIEGO, March 09, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Scott Glasson has joined LPL’s employee
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, March 09, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Scott Glasson has joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch his practice, Glasson Financial Powered by LPL Financial. He reported having served approximately $120 million in advisory, brokerage and retirement plan assets*, and joins LPL from Wells Fargo Advisor. Glasson will have an office in the Linsco suite of LPL’s San Diego campus. After moving to Los Angeles in the mid-1990s to become a professional guitarist, Glasson took a sales assistant job on a brokerage team to help pay the bills. He quickly saw the impact of the investing and financial planning process, so he shifted his career plans to become a financial advisor. Now with 28 years of industry experience, Glasson still plays guitar but takes the most pride in helping clients work toward their financial goals and have a deeper understanding of their investments. “The core of my business is guiding 45- to 65-year-old clients into retirement, and then taking care of them once they get there,” Glasson said. “We create a financial plan before we ever invest a cent and then we stay connected with frequent communication. I’ve found that availability is the very best ability.” Why Linsco by LPL?Glasson turned to Linsco by LPL for its innovative technology and enhanced service experiences, as well as the freedom to operate with more autonomy and flexibility that will allow him to focus on what’s best for his clients and business. 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 marketing consultant, technology consultant and service team. “I’ve been using technology to help manage my business since the first day on the job, and I’ve even built my own digital work stations, web pages and social media blogs,” Glasson said. “By joining LPL, the tools and capabilities will be much more efficient and impactful, creating better user experiences for my clients and my team, with s...