LPL Financial Welcomes Goodwin Petrilli Financial

Core Insights - LPL Financial has welcomed four financial advisors from Goodwin Petrilli Financial, who bring approximately $205 million in advisory, brokerage, and retirement plan assets [1][8] Group 1: Company Overview - LPL Financial Holdings Inc. is a leading firm serving over 23,000 financial advisors and approximately 1,000 institutions across the United States [6] - The company emphasizes a business model that prioritizes the needs of advisors and institutions, allowing them the freedom to choose their services and technology resources [6] Group 2: Goodwin Petrilli Financial - Goodwin Petrilli Financial, founded in 1992 by Harry Goodwin, offers a comprehensive range of financial planning and investment management services in Northern Colorado [2] - The firm has a strong local presence and a solid referral network, particularly working with educators to manage retirement assets [3] Group 3: Transition to LPL Financial - The advisors at Goodwin Petrilli Financial chose to join LPL to enhance their service offerings and meet rising client expectations [3] - LPL's technology, particularly the ClientWorks platform, is seen as a significant advantage for providing personalized and efficient services [4] - LPL's commitment to supporting the growth of Goodwin Petrilli Financial is highlighted by their focus on innovative technology and strategic resources [4]