Print this article
Meet The Advisors Who Joined LPL Financial In The Second Quarter
Tom Burroughes
10 August 2016
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. “We experienced another strong quarter for recruiting,” Bill Morrissey, LPL managing director, business development, said. For advisors dealing with clients in the $50 million to $99 million range, the joiners are: And for those advisors working with clients with $30 to $49 million, the advisors are: -- Eric Anderhub, Des Peres, Mo. ;
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.
“Given the regulatory environment, including the final rule from the US Department of Labor in April , 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 ;
-- Ronald Bickel, Eric Burton, Thomas Burton, Danielle Burton, Douglas Klimah, Robert Stapleton, Ronald Whittingham, Orland Park, Ill. ;
-- Luisa Ehrig, Houston ;
-- Robert Frank, Woodstock, Ga. ;
-- Nicholas Goodwin, Camarillo, Calif. ;
-- Craig Korol, Wichita, Kan. ;
-- Ellen Lander, Pearl River, N.Y. ;
-- Philip Lee, Charlotte, N.C. ;
-- Stephen Liles, William Thompson and Murl Vincent Jr., Lake Charles, Ill. ;
-- Peter Marsh, Macomb, Mich. ;
-- Jason Murphy, Macomb Township, Mich. ;
-- Lisa Murray, Batesville, Ind. ;
-- John Niermeyer and Chandon Simonis, Columbus, Ohio ;
-- Douglas O’Connell, Schaumburg, Ill. ;
-- Kelly Olczak, Pittsford, N.Y. ;
-- John Osterberg and Chad Pannell, Charlotte, N.C. ;
-- James Parenti, El Dorado Hills, Calif. ;
-- Warren Gallagher, David Giegerich, Doris Kaucher, Andrew Koerner, David Provinsal and Deborah Walker, Bridgewater, N.Y. ;
-- Eric Schindler, La Mesa, Calif. ;
-- Andrew Sharp, Houston ;
-- Anil Singh, Franklin Square, N.Y. ;
-- Victor Solis and Daniel Zlotnick, Happauge, N.Y. ; and
-- James Turk, Louisville, Ky. .
-- Todd Baek, Everett, Wash. ;
-- Ranjit Bahadur, Burr Ridge, Ill. ;
-- Terry Bailey, San Mateo, Calif. ;
-- John Bezdichek, Ellisville, Mo. ;
-- David Bolic, Salisbury, N.C. ;
-- Darrin Conrad, Modesto, Calif. ;
-- Kailen Cook, Encinitas, Calif. ;
-- Michael Craggett Jr., Spokane Valley, Wash. ;
-- Ashley Curiel, Santa Rosa, Calif. ;
-- Jason Curtis, Pittsford, N.Y. ;
-- Dustin DeFranco, Bellaire, Ohio ;
-- Stephen Demaio, Port Jefferson, N.Y. ;
-- Willard Einspar, Downers Grove, Ill. ;
-- Michael Fetzner, Londonderry, N.H. ;
-- Jaime Fukumae and Sally Jermain, Lafayette, Calif. ;
-- Stephen Gaskins, Wilmington, N.C. ;
-- John Henson Jr., Ridgeland, Miss. ;
-- Zubair Khan, Hanscom AFB, Mass. ;
-- James King, Spokane, Wash. ;
-- Caroline Korte, Paducah, Ky. ;
-- Jeffrey Krall, Palmyra, Pa. ;
-- Nadine Lord, Rancho Santa Margarita, Calif. ;
-- George Ly, La Mirada, Calif. ;
-- Brian Miller, Plantation, Fla. ;
-- John Parsons, Half Moon Bay, Calif. ;
-- Andrew Perceleanu, El Segundo, Calif. ;
-- Fred Quattlebaum, Columbia, S.C. ;
-- Lisa Rossi, Purchase, N.Y. ;
-- Thomas Sandkamp, Temecula, Calif. ;
-- Michael Silverstein, Bedminster, N.J. ;
-- Arthur Smith II, Shreveport, La. ;
-- Gerardo Soriano, Bloomingdale, Ill. ;
-- Thomas Stine, Winchester, Va. ;
-- James Stottlemyre, Kennewick, Wash. ;
-- Robert Tatum, Mobile, Ala. ;
-- Bradley Towson, Atlanta ;
-- Matthew Traywick, Gallipolis, Ohio ;
-- Terry Welsh, Anchorage, Alaska ; and
-- Dawna Westberg-Welch, Sedona, Ariz. .
-- Albert Angelos, King of Prussia, Pa. ;
-- Cody Bartlett, Conroe, Texas ;
-- Gary Brewton, Green Bay, Wis. ;
-- Leah Burke and Evan Franckhauser, Dublin, Ohio ;
-- Daniel Cavise, Red Bank, N.J. ;
-- Lawrence Cherney, Hamilton, N.J. ;
-- Steven Darden, Shreveport, La. ;
-- Gregory Dodgson, Grand Rapids, Mich. ;
-- Kevin Donahue, Tampa, Fla. ;
-- Jaime Facemyer, Gallipolis, Ohio ;
-- Mayer Flaks, West Palm Beach, Fla. ;
-- Michael Flynn, Chatham, N.J. ;
-- Duncan Frazier, Anacortes, Wash. ;
-- Marcella Furney, Dallas ;
-- Krysztof Garlewicz, Rosemont, Ill. ;
-- Joseph Gass, Windsor, Calif. ;
-- Justin Jaks, Victoria, Texas ;
-- Mary Jones, Hot Springs Village, Ark. ;
-- Edie Kelly, Princeton, N.J. ;
-- Kenneth Klespies, Oldsmar, Fla. ;
-- Andrew Komarow, West Hartford, Conn. ;
-- John Lee, Santa Barbara, Calif. ;
-- Daniel Livingston, Salisbury, Md. ;
-- Justin McDannald, Afton, Okla. ;
-- Brian McGuigan, Amherst, N.H. ;
-- Maziar Monshi, Boca Raton, Fla. ;
-- Jon Pellecchia, Tampa, Fla. ;
-- Gary Pottinger, Paramus, N.J. ;
-- David Poupard, Tinton Falls, N.J. ;
-- Steven Rose, Reno, Nev. ;
-- Katey Roskopf, Appleton, Wis. ;
-- Ryan Snover, Brentwood, Tenn. ;
-- Paul Tewes, Pleasant Plains, Ill. ;
-- Raymond Velasco, Oak Brook, Ill. ;
-- James Webb, Frisco, Texas ;
-- Patricia Weinshank, East Meadow, N.Y. ;
-- Randy Welborn, Boise, Idaho ; and
-- Paul Whitmire, Knoxville, Tenn.