Press release
LPL Financial Welcomes Rand, Williams & Associates, LLC
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Located on the Central Coast of California in Monterey, Williams and Rand each have over 20 years of experience and have been partners since 2012. The firm was originally started 40 years ago by Spencer’s father, William Rand, by serving educators, non-profits and airline industry professionals and has grown to serve multiple generations of high-net-worth individuals. Before becoming an advisor, Williams spent over a decade in the technology industry. Rand, a second-generation advisor, is married and has two daughters. “We take the time to understand each client’s perspective on money — their values, frustrations, and how their beliefs around finances originated,” said Rand. “Our goal is to help clients connect with their money in a way that makes them feel confident and empowered. We listen empathetically to their needs, wants, and wishes, and then collaborate to create a game plan that helps them pursue their goals.” Williams added, “We believe in maximizing each team member’s unique skill sets and strengths, and we share all of our clients, so everyone benefits from our collective expertise. Some clients naturally gravitate toward one of us, but many appreciate meeting with both. Our open dialogue helps us navigate toward the best outcomes for our clients.” Why Rand, Williams & Associates, LLC Chose LPL Seeking flexibility and access to advanced technology for their clients, the team – which also includes Associate Holly Hidaka – turned to LPL. Williams said, “When considering a change, LPL and Commonwealth were our top contenders. When they came together, we realized we would be making a good decision by moving to LPL. We saw that LPL is an efficient organization that streamlines processes, invests in advisor feedback, and prioritizes technology, compliance and security. Their thoughtful approach to technology and the interface gives us the tools we need to serve our clients better.” “We wanted to make a long-term change. Ou...