LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

Core Insights - LPL Financial LLC has announced the addition of four financial advisors who collectively manage approximately $475 million in advisory, brokerage, and retirement assets, joining from Wells Fargo Advisors and Edward Jones [1][2][10] - Carnegie Private Wealth, launched in 2023, has experienced significant growth by leveraging LPL's resources and attracting advisors who prioritize client relationships and exceptional service [2][8] Group 1: New Advisors - James Larsen, with 18 years in international business management, aims to provide clients with peace of mind in wealth management and chose LPL and Carnegie for business continuity [3][4] - Lucas Decker has built a practice focused on strategic financial solutions for business owners and pre-retirees, valuing the advanced planning resources at Carnegie [5][6] - Kevin Lewis, a financial advisor for 10 years, emphasizes understanding clients' unique stories and goals, and appreciates the collaborative environment at Carnegie [6][7] - Seth Miller, who began his career in financial services in college, focuses on wealth preservation for young professionals and business owners, finding the move to Carnegie an obvious choice [7][8] Group 2: Company Growth and Strategy - Carnegie Private Wealth's growth reflects its commitment to exceptional client service and professional excellence, supported by LPL's innovative technology and resources [8][10] - Jordan Raniszeski, Senior Managing Partner of Carnegie, highlighted the strategic expansion as a means to enhance client service and expertise [9][10] - Scott Posner from LPL emphasized the importance of client-centric advisors and the firm's commitment to supporting their growth through differentiated business solutions [10] Group 3: LPL Financial Overview - LPL Financial is 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 for around 6 million Americans [12] - The firm offers a variety of advisor affiliation models, investment solutions, and fintech tools, allowing advisors to choose the resources they need to succeed [12]