LPL Financial Welcomes Gentle Family Wealth Partners

Core Insights - LPL Financial LLC has welcomed Shawn Gentle, AIF® of Gentle Family Wealth Partners, to its broker-dealer and Registered Investment Advisor platform, managing approximately $280 million in advisory, brokerage, and retirement plan assets [1][9] 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 1,100 financial institutions, with around $1.9 trillion in brokerage and advisory assets for about 7 million Americans [7] Advisor Background - Shawn Gentle brings 37 years of experience in finance and economics, serving clients across the Southeast, including retirees, business owners, and entrepreneurs [2][3] - Gentle is actively involved with charitable organizations, assisting clients in achieving their legacy and philanthropic goals [2][3] Transition to LPL Financial - Gentle chose to transition to LPL for its advanced technology, autonomy, and robust support, emphasizing the importance of cybersecurity and technological innovation in today's financial environment [4][5] - The partnership with LPL allows Gentle to maintain a personalized approach while benefiting from the resources of a leading financial organization [5] Future Plans - Gentle plans to utilize LPL's resources for succession planning and practice acquisition, aiming to succeed retiring advisors and eventually transition his own practice [5]