LPL Financial announced that financial advisor John Somerville has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Somerville Wealth Management. He reported serving approximately $280 million in advisory, brokerage, and retirement plan assets and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, California.
With over 40 years of experience in the financial services industry, Somerville has built a relationship-focused business that serves a range of clients, including business owners, professionals, and high-net-worth families. He takes a comprehensive approach to financial planning, helping clients to create customized strategies based off their unique needs and aspirations.
Somerville turned to Linsco by LPL for its innovative technology and enhanced service experiences. Linsco serves financial advisors seeking the core tenets of independence, including owning their client relationships and having the flexibility to run their practice their way.
KEY QUOTES:
“Building relationships has always been my passion, and I make a point to truly listen to clients as they discuss their financial dreams, concerns and goals. By getting to know clients on a personal level, I’m able to develop personalized plans to maximize their goals and help ensure a meaningful financial legacy.”
“I was looking for a firm that would provide my clients with the best opportunities moving forward. I’m impressed by LPL’s optionality and structure, along with its industry-leading tools and capabilities that will create better user experiences for my clients, with single sign-on and easy access to their account information. I’m confident that I’ve found a home where I can continue to grow my practice and provide clients with the highest level of service.”
– John Somerville, who is supported by registered Client Service Associate Debora McKenzie-Jakushak
“We extend a warm welcome to John as he joins LPL and establishes Somerville Wealth Management. Linsco was created to help advisors such as John own and manage a thriving practice, while enjoying comprehensive operational support and the benefits of being an employee of LPL. We look forward to supporting Somerville Wealth Management for years to come.”
– Scott Posner, LPL Executive Vice President, Business Development
