Core Insights - LPL Financial has welcomed financial advisor Kelly Compton, who has approximately $150 million in advisory and retirement plan assets, to its broker-dealer, RIA, and custodial platforms [1][3] - Compton previously owned WCM Wealth Management and has transitioned to LPL Financial to enhance scalability while maintaining high service levels for clients [4] Company Overview - LPL Financial Holdings Inc. serves over 23,000 financial advisors and approximately 1,000 institutions, emphasizing a commitment to the advisor-mediated model [6] - The company provides advisors with the freedom to choose their business model, services, and technology resources, allowing them to manage client relationships effectively [6] Advisor Background - Kelly Compton began his career in the hospitality industry before becoming a financial advisor in 2000 and transitioning to a fee-only practice in 2011 [2][3] - He focuses on providing risk-based model portfolios tailored to the unique financial goals of business professionals and executives [3]
LPL Financial welcomes advisor Kelly Compton