The broker-dealer and investment advisor firm has issued an update on all the advisors who have joined its ranks in the latest quarter.

Investment advisor and broker-dealer LPL Financial has updated the market on the advisors who have affiliated with it during the second quarter of 2016, splitting the joiners into three categories depending on the level of client wealth.

At the end of the second quarter on June 30, LPL Financial serviced $488 billion in advisory and brokerage assets. Advisors associated with LPL served an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30. The firm also supports around 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. 

“We experienced another strong quarter for recruiting,” Bill Morrissey, LPL managing director, business development, said. 

“Given the regulatory environment, including the final rule from the US Department of Labor in April [fiduciary standard], and the increasing complexity in the financial advice industry, advisors are looking for a firm with the scale and stability to be a long-term partner and one that can support a number of transitions, including a shift to an advisory business model,” he said.

For firms advising clients with $100 million or more, the joiners are:

--    Heather Alexander, Ian Baker, Denzil, Dias, Paul Etra, Marc Harary, Ralph Hochuli, Krzyostof Kolba, Daniel Nessim, New York City (Ameritas Investment Corp.;
--    Austin Booker and James Fallon, Charlotte, N.C. (Woodbury Financial Services, Inc.);
--    Ronald Bickel, Eric Burton, Thomas Burton, Danielle Burton, Douglas Klimah, Robert Stapleton, Ronald Whittingham, Orland Park, Ill. (FSC Securities Corporation);
--    Luisa Ehrig, Houston (Edward Jones);
--    Robert Frank, Woodstock, Ga. (Wells Fargo Advisors LLC);
--    Nicholas Goodwin, Camarillo, Calif. (Fidelity Brokerage Services LLC);
--    Craig Korol, Wichita, Kan. (Securities America, Inc.);
--    Ellen Lander, Pearl River, N.Y. (NFP Securities, Inc.);
--    Philip Lee, Charlotte, N.C. (Wells Fargo Advisors LLC);
--    Stephen Liles, William Thompson and Murl Vincent Jr., Lake Charles, Ill. (Transamerica Financial Advisors);
--    Peter Marsh, Macomb, Mich. (The Huntington Investment Company);
--    Jason Murphy, Macomb Township, Mich. (J.P. Morgan Securities LLC);
--    Lisa Murray, Batesville, Ind. (Fifth Third Securities, Inc.);
--   John Niermeyer and Chandon Simonis, Columbus, Ohio (Wells Fargo Advisors LLC/Bank of New York, respectively);
--    Douglas O’Connell, Schaumburg, Ill. (Fifth Third Securities, Inc.);
--    Kelly Olczak, Pittsford, N.Y. (Edward Jones);
--    John Osterberg and Chad Pannell, Charlotte, N.C. (Ameriprise Financial Services, Inc.);
--    James Parenti, El Dorado Hills, Calif. (Protected Investors of America);
--    Warren Gallagher, David Giegerich, Doris Kaucher, Andrew Koerner, David Provinsal and Deborah Walker, Bridgewater, N.Y. (First Allied Securities, Inc.);
--    Eric Schindler, La Mesa, Calif. (Cetera Advisors LLC);
--    Andrew Sharp, Houston (Charles Schwab & Co., Inc.);
--    Anil Singh, Franklin Square, N.Y. (J.P. Morgan Securities LLC);
--    Victor Solis and Daniel Zlotnick, Happauge, N.Y. (NFP Securities, Inc.); and
--   James Turk, Louisville, Ky. (Fifth Third Securities, Inc.).

For advisors dealing with clients in the $50 million to $99 million range, the joiners are: 
--   Todd Baek, Everett, Wash. (HSBC Securities, Inc.);
--   Ranjit Bahadur, Burr Ridge, Ill. (MetLife Securities, Inc.);
--  Terry Bailey, San Mateo, Calif. (Wells Fargo Advisors LLC);
--  John Bezdichek, Ellisville, Mo. (Cetera Advisors LLC);
--  David Bolic, Salisbury, N.C. (Cetera Advisor Networks LLC);
--  Darrin Conrad, Modesto, Calif. (Wells Fargo Advisors LLC);
--  Kailen Cook, Encinitas, Calif. (TD Ameritrade, Inc.);
--  Michael Craggett Jr., Spokane Valley, Wash. (Ameriprise Financial Services, Inc.);
--  Ashley Curiel, Santa Rosa, Calif. (CUSO Financial Services);
--  Jason Curtis, Pittsford, N.Y. (Edward Jones);
--  Dustin DeFranco, Bellaire, Ohio (J.P. Morgan Securities LLC);
--  Stephen Demaio, Port Jefferson, N.Y. (Allstate Financial Services LLC);
--  Willard Einspar, Downers Grove, Ill. (MetLife Securities, Inc.);
--   Michael Fetzner, Londonderry, N.H. (Royal Alliance Associates, Inc.);
--  Jaime Fukumae and Sally Jermain, Lafayette, Calif. (Foothill Securities, Inc.);
--  Stephen Gaskins, Wilmington, N.C. (Intercarolina Financial Services);
--  John Henson Jr., Ridgeland, Miss. (Northwestern Mutual Investment);
--  Zubair Khan, Hanscom AFB, Mass. (J.P. Morgan Securities LLC);
--  James King, Spokane, Wash. (Waddell & Reed, Inc.);
--   Caroline Korte, Paducah, Ky. (Raymond James Financial Services);
--  Jeffrey Krall, Palmyra, Pa. (Calton & Associates, Inc.);
--   Nadine Lord, Rancho Santa Margarita, Calif. (National Planning Corporation);
--  George Ly, La Mirada, Calif. (Cetera Investment Services LLC);
--   Brian Miller, Plantation, Fla. (SunTrust Investment Services, Inc.);
--   John Parsons, Half Moon Bay, Calif. (Foothill Securities, Inc.);
--  Andrew Perceleanu, El Segundo, Calif. (U.S. Bancorp Investments, Inc.);
--  Fred Quattlebaum, Columbia, S.C. (Wells Fargo Advisors LLC);
--  Lisa Rossi, Purchase, N.Y. (National Planning Corporation);
--  Thomas Sandkamp, Temecula, Calif. (Wells Fargo Advisors LLC);
--  Michael Silverstein, Bedminster, N.J. (J.P. Morgan Securities LLC);
--   Arthur Smith II, Shreveport, La. (First Allied Securities, Inc.);
--  Gerardo Soriano, Bloomingdale, Ill. (J.P. Morgan Securities LLC);
--  Thomas Stine, Winchester, Va. (HFI Wealth Management);
--  James Stottlemyre, Kennewick, Wash. (Cetera Investments Services LLC);
--  Robert Tatum, Mobile, Ala. (Infinex Investments, Inc.);
--  Bradley Towson, Atlanta (Morgan Stanley);
--  Matthew Traywick, Gallipolis, Ohio (WesBanco Securities, Inc.);
--  Terry Welsh, Anchorage, Alaska (National Planning Corporation); and
--  Dawna Westberg-Welch, Sedona, Ariz. (J.P. Morgan Securities LLC).

And for those advisors working with clients with $30 to $49 million, the advisors are: 

--  Eric Anderhub, Des Peres, Mo. (Edward Jones);
--  Albert Angelos, King of Prussia, Pa. (Janney Montgomery Scott LLC);
--  Cody Bartlett, Conroe, Texas (Edward Jones);
--  Gary Brewton, Green Bay, Wis. (Wells Fargo Advisors LLC);
--  Leah Burke and Evan Franckhauser, Dublin, Ohio (Waddell & Rees, Inc.);
--  Daniel Cavise, Red Bank, N.J. (First Allied Securities);
--  Lawrence Cherney, Hamilton, N.J. (UBS Financial Services, Inc.);
--  Steven Darden, Shreveport, La. (Edward Jones);
--  Gregory Dodgson, Grand Rapids, Mich. (Royal Securities Company);
--  Kevin Donahue, Tampa, Fla. (TD Ameritrade, Inc.);
--  Jaime Facemyer, Gallipolis, Ohio (WesBanco Securities, Inc.);
--  Mayer Flaks, West Palm Beach, Fla. (Bishop, Rosen & Co., Inc.);
--  Michael Flynn, Chatham, N.J. (Edward Jones);
--  Duncan Frazier, Anacortes, Wash. (National Planning Corporation);
--  Marcella Furney, Dallas (INVEST Financial Corporation);
--  Krysztof Garlewicz, Rosemont, Ill. (Arete Wealth Management LLC);
--  Joseph Gass, Windsor, Calif. (Cetera Advisors LLC);
--  Justin Jaks, Victoria, Texas (Thrivent Investment Management);
--  Mary Jones, Hot Springs Village, Ark. (Cetera Advisor Networks LLC);
--  Edie Kelly, Princeton, N.J. (Edward Jones);
--  Kenneth Klespies, Oldsmar, Fla. (VSR Financial Services, Inc.);
--  Andrew Komarow, West Hartford, Conn. (Pruce Securities LLC);
--  John Lee, Santa Barbara, Calif. (UBS Financial Services, Inc.);
--  Daniel Livingston, Salisbury, Md. (Capitol Securities Management, Inc.);
--  Justin McDannald, Afton, Okla. (BOSC, Inc.);
--  Brian McGuigan, Amherst, N.H. (Edward Jones);
--  Maziar Monshi, Boca Raton, Fla. (Ameriprise Financial Services, Inc.);
--  Jon Pellecchia, Tampa, Fla. (VSR Financial Services, Inc.);
--  Gary Pottinger, Paramus, N.J. (David Lerner Associates, Inc.);
--  David Poupard, Tinton Falls, N.J. (MetLife Securities, Inc.);
--  Steven Rose, Reno, Nev. (MML Investors Services LLC);
--  Katey Roskopf, Appleton, Wis. (J.P. Morgan Securities LLC);
--  Ryan Snover, Brentwood, Tenn. (Fifth Third Securities, Inc.);
--  Paul Tewes, Pleasant Plains, Ill. (Wells Fargo Advisors LLC);
--  Raymond Velasco, Oak Brook, Ill. (MetLife Securities, Inc.);
-- James Webb, Frisco, Texas (Edward Jones);
--  Patricia Weinshank, East Meadow, N.Y. (Signature Securities Group);
--  Randy Welborn, Boise, Idaho (RBC Capital Markets LLC); and
--  Paul Whitmire, Knoxville, Tenn. (H.D. Vest Investment Services)