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LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel
LPLALPL Financial(LPLA) GlobeNewswire·2025-01-13 13:55

Core Insights - LPL Financial LLC has welcomed financial advisor Marcus S. Alexander to its employee advisor channel, Linsco by LPL Financial, where he will launch Alexander Wealth Solutions, managing approximately 340millioninadvisory,brokerage,andretirementplanassets[1][3][4]AlexandersmovetoLPLisdrivenbyadesireforgreaterautonomyandtheabilitytoleverageLPLsresourcestoenhanceclientservice[4][5]LPLFinancialisrecognizedasoneofthefastestgrowingwealthmanagementfirmsintheU.S.,supportingover28,000financialadvisorsandmanagingapproximately340 million in advisory, brokerage, and retirement plan assets [1][3][4] - Alexander's move to LPL is driven by a desire for greater autonomy and the ability to leverage LPL's resources to enhance client service [4][5] - LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and managing approximately 1.8 trillion in brokerage and advisory assets [7][8] Company Overview - LPL Financial Holdings Inc. operates as a leader in the financial advisor-mediated marketplace, providing a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services [7][8] - The firm services and custody assets on behalf of around 6 million Americans, ensuring flexibility for advisors and institutions in choosing their business models and resources [8] Advisor Insights - Marcus S. Alexander, originally from Wimbledon, England, has a strong educational background with an MBA from Duke University and experience living in various global cities [2][3] - He emphasizes a personal approach to investment planning, focusing on understanding clients' specific goals and needs [3][4] - Alexander's enthusiasm for running and sports reflects his dynamic personality, which he channels into building relationships with clients [5]