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LPL Financial Welcomes Trimp Wealth Management
LPLALPL Financial(LPLA) GlobeNewswire·2025-04-09 12:55

Core Insights - LPL Financial LLC has welcomed Patrick Trimp and Jack Trimp of Trimp Wealth Management, who manage approximately 220millioninadvisory,brokerage,andretirementplanassets,toitsplatforms[1][10]−TheTrimpstransitionedfromNationsFinancialGroup,Inc.toLPLFinancialafterathoroughthree−yearevaluationofpotentialpartners,citingLPL′sintegratedplatformandcommitmenttoadvisorneedsaskeyfactorsintheirdecision[5][6]CompanyOverview−LPLFinancialHoldingsInc.isoneofthefastest−growingwealthmanagementfirmsintheU.S.,supportingnearly29,000financialadvisorsandservicingapproximately220 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]