{"id":822013,"date":"2025-03-05T09:08:57","date_gmt":"2025-03-05T14:08:57","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-welcomes-shorepoint-wealth-management\/"},"modified":"2025-03-05T09:08:57","modified_gmt":"2025-03-05T14:08:57","slug":"lpl-welcomes-shorepoint-wealth-management","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-welcomes-shorepoint-wealth-management\/","title":{"rendered":"LPL Welcomes Shorepoint Wealth Management"},"content":{"rendered":"
\n

SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a> announced today that financial advisor Justin Lotano, CDFA\u00ae<\/sup>, has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.<\/p>\n

Based in Colts Neck, N.J., Lotano\u2019s profound interest in investments and his dedication to helping others have been the cornerstones of his professional journey since he started his career in 2006. He is joined by Joe Burgard, a recent financial advisor, along with registered representative Kevyn Marteniz and staff members TJ Savona and Gianna Granato.<\/p>\n

\u201cWe are a young team, with an average age of about 30, but we have a great level of experience guiding individuals into a more successful retirement,\u201d said Lotano, who noted the team also focuses on helping clients through divorce and other life transitions. \u201cWe\u2019ve made it a priority to cultivate long-lasting relationships with clients, and now we\u2019re beginning to work with their children and grandchildren. Our goal is to help clients feel empowered and informed along each step of their financial journey, whether that\u2019s navigating major life transitions, managing their wealth or planning for retirement.\u201d<\/p>\n

Lotano, president of the Colts Neck Lions Club, is highly active in his community. He is proud to launch Shorepoint Wealth Management in the city where he grew up.<\/p>\n

\u201cWorking with LPL will allow me to build my brand and grow the business on my terms,\u201d Lotano said. \u201cLPL is constantly investing in technology and operational support, making it the ideal place to run my business. I appreciate the integrated technology and optionality within LPL’s platform, which allows us to evaluate the best planning software and other programs to pick the best fit for our clients and business. I\u2019m excited for what\u2019s ahead for Shorepoint Wealth Management.\u201d<\/p>\n

Scott Posner, LPL Executive Vice President, Business Development, said, \u201cWe welcome Justin and his team to the LPL community. At LPL, we are dedicated to empowering advisors with the essential tools and support to help them create value with clients and run thriving practices. Our platform offers the flexibility and support they require to develop their brand and expand their business on their own terms. We look forward to supporting Shorepoint Wealth Management for generations to come.\u201d<\/p>\n

\n
\n Related<\/u>
\n <\/strong>\n <\/p>\n

Advisors, learn how LPL Financial can help take your business to the next level<\/a>.<\/p>\n

\n
\n About LPL Financial<\/u>
\n <\/strong>\n <\/p>\n

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.\u00a0As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com<\/a>.<\/p>\n

\n Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC.<\/strong> Shorepoint Wealth Management and LPL are separate entities.<\/p>\n

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.<\/p>\n

We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations<\/a>\u201d or \u201cPress Releases<\/a>\u201d section of our website.<\/p>\n

\n *Value approximated based on asset and holding details provided to LPL from end of year, 2024.<\/em>\n <\/p>\n

\n
\n Media Contact:<\/u>
\n <\/strong>\u00a0
Media.relations@LPLFinancial.com<\/a>\u00a0
(704) 996-1840<\/p>\n

Tracking #701422<\/p>\n

\"\"
\n
\n \"\"\n <\/div>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA\u00ae, has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network. Based in Colts Neck, N.J., Lotano\u2019s profound interest in investments and his dedication to helping others have been the cornerstones of his professional journey since he started his career in 2006. He is joined by Joe Burgard, a recent financial advisor, along with registered representative Kevyn Marteniz and staff members TJ Savona and Gianna Granato. \u201cWe are a young team, with an average age of about 30, but … <\/p>\n

Continue reading “LPL Welcomes Shorepoint Wealth Management”<\/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-822013","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nLPL Welcomes Shorepoint Wealth Management - 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\/lpl-welcomes-shorepoint-wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Welcomes Shorepoint Wealth Management - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA\u00ae, has joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network. Based in Colts Neck, N.J., Lotano\u2019s profound interest in investments and his dedication to helping others have been the cornerstones of his professional journey since he started his career in 2006. He is joined by Joe Burgard, a recent financial advisor, along with registered representative Kevyn Marteniz and staff members TJ Savona and Gianna Granato. \u201cWe are a young team, with an average age of about 30, but … Continue reading "LPL Welcomes Shorepoint Wealth Management"\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-welcomes-shorepoint-wealth-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-05T14:08:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTM4OTM2NCM2NzkxNzc0IzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-welcomes-shorepoint-wealth-management\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-welcomes-shorepoint-wealth-management\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL Welcomes Shorepoint Wealth Management\",\"datePublished\":\"2025-03-05T14:08:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-welcomes-shorepoint-wealth-management\\\/\"},\"wordCount\":617,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-welcomes-shorepoint-wealth-management\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTM4OTM2NCM2NzkxNzc0IzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-welcomes-shorepoint-wealth-management\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-welcomes-shorepoint-wealth-management\\\/\",\"name\":\"LPL Welcomes Shorepoint Wealth Management - 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