LPL Financial Welcomes Wyatt Wealth Management

Core Insights - LPL Financial LLC has welcomed financial advisor Jason Wyatt, who has approximately $180 million in advisory, brokerage, and retirement plan assets, to launch Wyatt Wealth Management [1] - Wyatt has over 30 years of experience in the financial industry and focuses on providing personalized wealth management services, particularly for clients nearing or in retirement [2] - The move to LPL Financial allows Wyatt to regain independence and offer non-proprietary investment products, enhancing the client experience [4] 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 Financial provides various advisor affiliation models, investment solutions, fintech tools, and practice management services to help advisors run successful businesses [6]