LPL Financial Welcomes Gulf Coast Wealth Advisors
October 11 2018 - 9:00AM
LPL Financial LLC, a leading retail investment advisory firm and
independent broker-dealer, today announced that Gulf Coast Wealth
Advisors has joined LPL’s broker-dealer and corporate registered
investment advisor (RIA) platforms. The Gulf Coast Wealth Advisors
team is led by advisor Jeffrey LaBelle and is based in Sarasota,
Fla. The firm reported that its advisors served approximately $110
million of client brokerage and advisory assets as of June 30,
2018.* The firm joins from First Allied Securities, Inc.
“We are thrilled to be with LPL for our clients and for our
team,” said LaBelle, CEO and founder. “The resources, research and
technology available from LPL will enable us to provide a new level
of investment and financial planning to our clients, helping to
provide them more confidence in their financial futures.”
LaBelle has 30 years of experience in the financial industry. He
is joined by advisor and Army veteran John Scott and Kristin
Begley, a client services representative. The team uses a
“three-bucket approach” to address a client’s needs for growth,
income and liquidity in the portfolio, and is committed to
developing a customized financial plan for each client.
For more information on the firm, visit
www.gulfcoastwealthadvisors.com.
Read about other firms that recently joined LPL in the News and
Media section of LPL.com.
About LPL FinancialLPL Financial is a leader in
the retail financial advice market and the nation’s largest
independent broker-dealer**. We serve independent financial
advisors and financial institutions, providing them with the
technology, research, clearing and compliance services, and
practice management programs they need to create and grow thriving
practices. LPL enables them to provide objective guidance to
millions of American families seeking wealth management, retirement
planning, financial planning and asset management solutions.
LPL.com
Securities and Advisory Services offered through LPL Financial.
A registered investment advisor, Member FINRA/SIPC.
*Based on prior business and represents assets that would have
been custodied at LPL Financial, rather than third-party
custodians. Reported assets have not been independently and fully
verified by LPL Financial.
**Based on total revenues, Financial Planning magazine June
1996-2018
LPL Financial and Gulf Coast Wealth Advisors are separate
entities.
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Media Contact:Lauren Hoyt-Williams(980)
321-1232Lauren.Hoyt-Williams@lpl.com
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