LPL Financial Welcomes FSI Wealth Management

Core Insights - LPL Financial has welcomed FSI Wealth Management, which manages approximately $215 million in advisory, brokerage, and retirement plan assets, to its platforms [1][4] - FSI Wealth Management was founded by Paul Neves and Darrin Santos, who have over 65 years of combined experience in the financial services industry [2] - The decision to join LPL was driven by the desire for greater independence and access to innovative technology, as well as the stability and resources offered by LPL [4] Company Overview - LPL Financial Holdings Inc. serves nearly 23,000 financial advisors and operates with a commitment to the advisor-mediated model, allowing advisors the freedom to choose their business model and services [6] - The company emphasizes the importance of personalized guidance from financial professionals, ensuring that advisors can manage their client relationships effectively [6] Leadership Statements - Neves expressed a commitment to creating meaningful relationships with clients and providing high levels of customer service to positively impact their financial futures [3] - Santos highlighted the advantages of LPL's award-winning capabilities and local support, which will enhance operational efficiencies and client experiences [4] - Scott Posner from LPL noted the company's commitment to supporting FSI's growth and success through innovative capabilities and robust resources [4]