Core Insights - LPL Financial LLC has announced the addition of financial advisor Michael Bernier, who will launch GWC Financial Advisors, managing approximately $165 million in advisory, brokerage, and retirement plan assets [1][2][4] - Bernier's expertise lies in meticulous financial planning, focusing on tax strategy, investment management, and retirement and estate planning [2][3] - The move to Linsco by LPL Financial allows Bernier greater autonomy and the ability to provide personalized service while leveraging LPL's resources [3][4][5] Company Overview - LPL Financial Holdings Inc. serves over 23,000 financial advisors and is committed to providing personalized guidance to clients [8][9] - The company emphasizes the importance of independence for advisors, allowing them to choose their business model and manage client relationships effectively [9][10] Advisor Model - The Linsco employee advisor model offers financial advisors independence while providing access to LPL's integrated wealth management platform and business resources [4][6] - LPL's support includes innovative capabilities and business solutions designed to help advisors thrive in their practices [6][8]
LPL Financial Welcomes GWC Financial Advisors to Linsco Channel