{"id":684670,"date":"2022-09-13T09:08:55","date_gmt":"2022-09-13T13:08:55","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/"},"modified":"2022-09-13T09:08:55","modified_gmt":"2022-09-13T13:08:55","slug":"multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/","title":{"rendered":"Multigenerational Financial Advisor Team Joins Linsco by LPL Financial"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">CHARLOTTE, N.C., Sept.  13, 2022  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=qUAJC5mvHeX4BAfvnamh1eKFs8sdY4hcXp22RqByAxvoSfirnmY469RTgXa814kCjo0rTHCsg20s89_W_XdbTw==\" rel=\"nofollow noopener\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a> announced today that Kelly Wealth Advisors has launched on LPL\u2019s employee advisor model, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=5br-z6ixsQ0W97SuxwzVkbfiaRdl-9iefYsswq_jfycUja6t6ktV8Ka5U83C2mLSqDhRnUK0zDAgwfAkiCDYKLDU37WE52r4ZP87mOX7MBNHkQMFlS0DgN1uZggppaNHiv8FAFoec-4G5L7ZtGaPSBbHGFTnPgGBxZVahEZKtp88JMKG8vxSEcG-Kni1DJqx-emXUfiq0eh3_W2d5Mbf67-iIZ7EixbkpPU20n7rHIw=\" rel=\"nofollow noopener\" target=\"_blank\">Linsco by LPL Financial<\/a>. Kelly Wealth Advisors reported having served nearly $300 million in advisory, brokerage and retirement assets*, and joins LPL from Wells Fargo.<\/p>\n<p align=\"left\">Led by father and daughter Tom and Maureen Kelly, the team also includes Marla Scott in a client service support role. They operate out of Lynnwood, Wash., located just north of Seattle. Founder Tom Kelly grew up in the northwest and built his practice on a foundation of personalized investment services to his clients throughout the local community. Kelly Wealth Advisors has followed that tradition by building meaningful relationships and continuing to provide their clients with personalized service and value.<\/p>\n<p align=\"left\">\u201cI actually began my career in financial services at a local community bank,\u201d said Tom. \u201cI registered and ran the brokerage business for the bank\u2019s investment services division for many years. Looking back, it\u2019s refreshing to know that many of those customers from the early days remain clients today, along with their other family members.\u201d<\/p>\n<p align=\"left\">The multigenerational practice builds upon those community-based relationships. The team works with many local families to help them build their financial wealth portfolios and determine how to best pass those along to their families. \u201cAssets pass from one generation to the next, so we are working with grandparents, parents and children, all at the same time,\u201d added Tom.<\/p>\n<p align=\"left\">\n        <strong>Why the move to Linsco by LPL<\/strong>\n      <\/p>\n<p align=\"left\">Kelly Wealth Advisors began searching for a different platform to run their business in order to better serve their clients. As a broker-centric firm, LPL provides the Kellys with the chance to realize the core tenets of independence like client ownership and flexibility to run their practice their way, without having to bear the operational complexities like real estate, benefits, compliance and HR.<\/p>\n<p align=\"left\">\u201cWe are very forward-thinking and are confident the next level technology from LPL will enhance our practice immensely,\u201d said Maureen Kelly. \u201cWe look forward to working together with Linsco by LPL because the people, technology and services are superb.\u201d<\/p>\n<p align=\"left\">Scott Posner, LPL Executive Vice President, Business Development, added, \u201cWe\u2019re really excited to welcome Tom, Maureen and Marla to LPL. Our integrated technology platforms are designed to help firms such as theirs offer the kind of seamless and personalized digital experiences that can help them and their clients thrive well into the next generations. We can\u2019t wait to see how they utilize LPL\u2019s technology, marketing solutions and other holistic services to build their practice of the future.\u201d<\/p>\n<p align=\"left\">\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p align=\"left\">Learn more about <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=C2xS65LDfRull9NJ94MBExFR6yjIeFPQl6VRAtnny_iDzRdZEzIky7S0ls5PMmURZt76fMkUmyDVA8XDIbrPDFWGQU-raulnJYfTCfMp0_EYVgIfcuxMfco_Lm1tJ-gN\" rel=\"nofollow noopener\" target=\"_blank\">Kelly Wealth Advisors of LPL Financial<\/a>.\u00a0\u00a0<\/p>\n<p align=\"left\">Advisors, find an\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=p1sjB1oZAyVP5ZlA_zhiz9XsoC0TIHXsZgZzswdZBcdYgPVjW0VLBFz572ZpvRt20rVj5lEbpbKsMT2tfcTRErb_BJDcGdBwU4zJdrg8t7OM1Dgl9bCEToi-sAXtqIYOcjm6pbOCMWeO9IiHBRYXLit9yxrhPnnHHlCxAUfLbh6SJ-68Ue8cQ1wT-XpJu06HSrqWAQL661Tp3slUeWCYj0RyouEk8w3JIV8zLVN3cBc=\" rel=\"nofollow noopener\" target=\"_blank\"><u>LPL business development representative<\/u><\/a>\u00a0near you.<\/p>\n<p align=\"left\">\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 21,000 financial advisors, and approximately 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.<\/p>\n<p align=\"left\">\n        <em>*Value approximated based on asset and holding details provided to LPL from year-end 2021.<\/em>\n      <\/p>\n<p align=\"left\">\n        <em>**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research &amp; Consulting Annual TPM Report); Fortune 500 Company since June 2021. LPL and its affiliated companies provide financial services only from the United States.<\/em>\n      <\/p>\n<p align=\"left\">Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA\/SIPC.<\/p>\n<p align=\"left\">Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC.<\/p>\n<p align=\"left\">We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=mXdqOUOw19nroQ7RiNU9MXEUsl8lbRH7ykNEtX7rIMAptU8NHjzXNxd_yzi4-sLYNacNfKL8Sf5K9VPtrSjQrbaKaffP2q5y5LBtgYb4sls=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=mXdqOUOw19nroQ7RiNU9MQDPwEvLvjCtOGgAJr5pi3Wl5zTo_9pZ2agEF240ojS-_nmbJvzD723BKScARrSdw8VDYcrGlYR-Y5aJLrposbf-p9sqktBmhIvPNlE4WQZ9OatgvUSg2v2bl0LjBpvaZ3ikn2OajT_Q_E7xmqu2rB8=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=mXdqOUOw19nroQ7RiNU9MYICwCC5Alr8JxOWHvahRane8CMi-nZNrJK844eytvL1EPIsi2QpNbcu2FhVjYMnmjpZTxHHKhqXJJp1eU7gIcRWJFPMN6sT9kZaBtsG-wXO48uDxzcjwM19TGUH4mzoJw==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=mXdqOUOw19nroQ7RiNU9MWEyYBg0HjqSp6W2kl9volLW1P1o69XBmZcOUuGfK1IRWsZZtzJBsbJ0BGIl3_xIwpIUEb8Db1Kmxo7aDmw9lYbZ9gZ2-6frM96M7ije52KhRpYZnGOyxVKv2sVZkjPVcA==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p align=\"left\">\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>Linda Morgan<br \/>(805) 640-5391<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=6y752OxNrqBqTcpK9ZAtH4IHlrunW4Og5HHFXANfkq8MOe0vwYRcS4ByzH6GT5BtvzqO5e6Xp9ipeaeoCygxxa43KpsmTmJmdzEIDwtTPLm6gYUGg5DnpI1LK58Xg5nt\" rel=\"nofollow noopener\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a><\/p>\n<p>      <img decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODY0NTYxNiM1MTUwMTI3IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" src=\"https:\/\/ml.globenewswire.com\/media\/ODc4YzcxYzEtMTEwNC00ZDZhLTk4MzYtOTg5MjVhOTUzN2ExLTEwMzA3MTM=\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., Sept. 13, 2022 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that Kelly Wealth Advisors has launched on LPL\u2019s employee advisor model, Linsco by LPL Financial. Kelly Wealth Advisors reported having served nearly $300 million in advisory, brokerage and retirement assets*, and joins LPL from Wells Fargo. Led by father and daughter Tom and Maureen Kelly, the team also includes Marla Scott in a client service support role. They operate out of Lynnwood, Wash., located just north of Seattle. Founder Tom Kelly grew up in the northwest and built his practice on a foundation of personalized investment services to his clients throughout the local community. Kelly Wealth Advisors has followed that tradition by building meaningful relationships and continuing &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Multigenerational Financial Advisor Team Joins Linsco by LPL Financial&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-684670","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Multigenerational Financial Advisor Team Joins Linsco by LPL Financial - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Multigenerational Financial Advisor Team Joins Linsco by LPL Financial - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., Sept. 13, 2022 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that Kelly Wealth Advisors has launched on LPL\u2019s employee advisor model, Linsco by LPL Financial. Kelly Wealth Advisors reported having served nearly $300 million in advisory, brokerage and retirement assets*, and joins LPL from Wells Fargo. Led by father and daughter Tom and Maureen Kelly, the team also includes Marla Scott in a client service support role. They operate out of Lynnwood, Wash., located just north of Seattle. Founder Tom Kelly grew up in the northwest and built his practice on a foundation of personalized investment services to his clients throughout the local community. 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/","og_locale":"en_US","og_type":"article","og_title":"Multigenerational Financial Advisor Team Joins Linsco by LPL Financial - Market Newsdesk","og_description":"CHARLOTTE, N.C., Sept. 13, 2022 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that Kelly Wealth Advisors has launched on LPL\u2019s employee advisor model, Linsco by LPL Financial. Kelly Wealth Advisors reported having served nearly $300 million in advisory, brokerage and retirement assets*, and joins LPL from Wells Fargo. Led by father and daughter Tom and Maureen Kelly, the team also includes Marla Scott in a client service support role. They operate out of Lynnwood, Wash., located just north of Seattle. Founder Tom Kelly grew up in the northwest and built his practice on a foundation of personalized investment services to his clients throughout the local community. Kelly Wealth Advisors has followed that tradition by building meaningful relationships and continuing &hellip; Continue reading \"Multigenerational Financial Advisor Team Joins Linsco by LPL Financial\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/","og_site_name":"Market Newsdesk","article_published_time":"2022-09-13T13:08:55+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODY0NTYxNiM1MTUwMTI3IzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Multigenerational Financial Advisor Team Joins Linsco by LPL Financial","datePublished":"2022-09-13T13:08:55+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/"},"wordCount":764,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODY0NTYxNiM1MTUwMTI3IzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/multigenerational-financial-advisor-team-joins-linsco-by-lpl-financial\/","name":"Multigenerational Financial Advisor Team Joins Linsco by LPL Financial - 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