A long-established partnership of financial advisors has taken the next step on its journey by joining LPL Financial’s broker-dealer, RIA and custodial platforms from Fulton Financial Advisors, part of Raymond James.
The duo of financial advisors — Colleen Schuler and John Gibson — have worked together for 15 years and set up their independent practice, Gibson Schuler Wealth Advisors, in Arundel County, Maryland.
They have served approximately $205 million in advisory, brokerage, and retirement plan assets and interviewed several wealth management firms before making their decision to join LPL.
“There’s a reason LPL serves nearly 22,000 financial advisors,” Schuler said. “We look forward to providing our clients with a best-in-class experience thanks to LPL’s streamlined and integrated technology, innovative tools and comprehensive support. Everything LPL offers confirms its commitment to taking care of advisors so we can focus on what’s most important — our clients.”
LPL has seen a steady stream of advisors and firms joining its ranks this year including a $650 million advisor from Morgan Stanley, and teams from Merrill Lynch, Edward Jones, Wells Fargo, Ameriprise, and Cetera among others.
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“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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