LPL Financial Welcomes PCC Wealth Partners

Core Insights - LPL Financial LLC has welcomed financial advisors Duane Dollar and Phillip Owens, who have launched PCC Wealth Partners, managing approximately $315 million in advisory, brokerage, and retirement plan assets [1][2][9] - The advisors have nearly 50 years of combined experience and focus on providing customized investment strategies, particularly for clients nearing or in retirement [2][3] - The transition to LPL Financial is seen as a move towards greater independence and flexibility, allowing the advisors to enhance their client service and business growth [4][6] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions [6] - The firm services and custody approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans [6] - LPL offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, enabling advisors to choose the best business model and resources for their needs [6]