Workflow
LPL Financial Welcomes Barlow Capital Advisors

Core Insights - LPL Financial LLC has welcomed financial advisor R. Brennan Barlow, who manages approximately $250 million in advisory, brokerage, and retirement plan assets, to its platforms [1][2] - Barlow founded Barlow Capital Advisors in 2009 and aims to provide a family-owned and operated independent practice to serve his community [2] - Barlow emphasizes a holistic approach to wealth management, focusing on protecting wealth, preserving lifestyle, and preventing surprises in retirement [3] 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 [6] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to choose the business model and resources they need [6]