LPL Financial announced that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. And they reported serving approximately $450 million in advisory, brokerage, and retirement plan assets and joining LPL from Osaic.
Led by partners Brett Deuth, CRPC, J. Brock McClain, CFP, and Brian Watts, CFP, Horizon Capital’s roots date back over 50 years. And the ensemble practice is headquartered in Overland Park, Kan., with additional offices in Clinton and Van Buren, Mo., and Baxter Springs, Kan., and includes fellow financial advisors Brian Perley, CFP®, Bennett Long, CIMA, AIF, CRPS, Cindy Gettel, Melissa Proffitt and Michael Sisson.
KEY QUOTES:
“Our team is unified by a shared vision and synergy. We take a holistic approach to providing goals-based proactive wealth management with clear direction. We work with families, business owners and executives to create personalized financial plans and disciplined investment strategies to help clients work toward their financial goals.”
– Brett Deuth
“LPL has the right tools to add new services and create more value with our clients, as well as the stability we were looking for from a Fortune 500 company. LPL invests heavily in industry-leading capabilities and strategic business resources that will create streamlined experiences for both our team and our clients.”
– Brian Watts
“We also appreciate LPL’s client-centric mission and forward thinking. LPL is driven by advisor feedback, making the business much more intuitive. We are excited about the future as we grow our team and evolve the practice.”
– Brock McClain
“We welcome the entire team at Horizon Capital Advisors. As a leading wealth management firm, LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Horizon for years to come.”
– Scott Posner, LPL Executive Vice President, Business Development
