LPL Welcomes Shorepoint Wealth Management

Core Insights - LPL Financial LLC has welcomed financial advisor Justin Lotano, who manages approximately $250 million in advisory, brokerage, and retirement assets, to its platforms from Wells Fargo Advisors Financial Network [1][2]. Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and approximately 1,200 financial institutions, with around$1.7 trillion in brokerage and advisory assets [6]. Team Composition - Justin Lotano's team includes Joe Burgard, a recent financial advisor, along with registered representative Kevyn Marteniz and staff members TJ Savona and Gianna Granato [2]. Team Philosophy - The team, with an average age of about 30, emphasizes building long-lasting relationships with clients and assisting them through significant life transitions, including retirement and divorce [3]. Business Strategy - Lotano expressed that working with LPL allows for brand building and business growth on his terms, highlighting LPL's investment in technology and operational support as key advantages [4]. Community Engagement - Lotano is actively involved in his community as the president of the Colts Neck Lions Club and is proud to establish Shorepoint Wealth Management in his hometown [3]. LPL's Commitment - Scott Posner, LPL's Executive Vice President of Business Development, stated that LPL is dedicated to empowering advisors with essential tools and support to create value for clients and grow their practices [4].