LPL Welcomes Townsgate Wealth Management

Core Insights - LPL Financial has welcomed financial advisors from Townsgate Wealth Management, who manage approximately $1.15 billion in advisory, brokerage, and retirement assets, transitioning from Wells Fargo Advisors Financial Network [1][2][3] Group 1: Company Overview - Townsgate Wealth Management, founded in 2016, focuses on high-net-worth individuals, families, and business owners, providing personalized investment strategies [2] - The firm emphasizes a fiduciary approach, prioritizing client goals in wealth preservation, legacy building, and wealth sharing [3] Group 2: LPL Financial's Position - LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and managing approximately $1.7 trillion in assets [6] - The firm offers various advisor affiliation models, investment solutions, and technology resources, allowing flexibility for advisors to operate their businesses effectively [6]