Core Insights - LPL Financial LLC has welcomed Patrick Trimp and Jack Trimp of Trimp Wealth Management, who manage approximately $220 million in advisory, brokerage, and retirement plan assets, to its platforms [1][10] - The Trimps transitioned from Nations Financial Group, Inc. to LPL Financial after a thorough three-year evaluation of potential partners, citing LPL's integrated platform and commitment to advisor needs as key factors in their decision [5][6] 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 servicing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [8][10] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors and institutions to select the business model and resources that best suit their needs [8]
LPL Financial Welcomes Trimp Wealth Management