{"id":852728,"date":"2025-05-20T08:09:38","date_gmt":"2025-05-20T12:09:38","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/"},"modified":"2025-05-20T08:09:38","modified_gmt":"2025-05-20T12:09:38","slug":"lpl-financial-welcomes-pcc-wealth-partners","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/","title":{"rendered":"LPL Financial Welcomes PCC Wealth Partners"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, May  20, 2025  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=UxW5TJLaUc60e2KbqfgLA8aZVMWJ1ose8TV3kP1Ui4aBdX6vxxPlfwrxtYvBnB3PufhD6WVJsCNyUPzDWj_SdA==\" rel=\"nofollow\" target=\"_blank\">LPL Financial LLC<\/a> announced today that financial advisors Duane Dollar, CFP<sup>\u00ae<\/sup>, ChFC<sup>\u00ae<\/sup>, CASL<sup>\u00ae<\/sup>, and Phillip Owens, MBA, CFP<sup>\u00ae<\/sup>, CRPC<sup>\u2122<\/sup>, RICP<sup>\u00ae<\/sup>, APMA<sup>\u2122<\/sup>, have joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.<\/p>\n<p>Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients \u2014 most of whom are nearing or in retirement \u2014 plan for the next phase of their fiscal futures. The firm\u2019s name is an acronym for \u201cprinciples, care and comprehensive approach,\u201d which the team uses as a guidepost to provide a truly integrated experience for their clients.<\/p>\n<p>\u201cWhen meeting with new clients, we are usually asked the same question: \u2018Do we have enough to do what we want in life?\u2019 As financial advisors, our job is to help answer that question,\u201d Dollar said. \u201cWe do that by taking the time to really understand our clients\u2019 unique goals. We also provide them with a financial education so they can take an active role in the process of putting together a tailored plan.&#8221;<\/p>\n<p>Looking for more freedom, flexibility and a new partner to help them grow their practice, Dollar and Owens turned to LPL Financial.<\/p>\n<p>\u201cWe have found LPL to be the most professional and upright firm in this business, and our <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=iVhFK1WiM_-4TCP4jKWSsScz2VwOw57B2J8RDIsUv_OrKEc-jdRV_ViDs6JOXCNDBBdWwNgZL_HpIs-wwjJs3Ad3W2R5uIFQQevBNLN9GzeYqZf8ufKBRL9Eb_zCGZuBeivjyNikbnPeicLf2pw8a3YZA5PFmPBanVZVTZL_3vb6bDdICBFywT2hyQKwSbPW\" rel=\"nofollow\" target=\"_blank\">transition team<\/a> is incredible. I have never felt more equipped to join any firm than I am right now,\u201d Dollar said. \u201cWhen I turned 40, I asked myself where I wanted to be when I turned 50, and I knew the answer included ownership, autonomy and flexibility. Making this move to LPL was the right choice for our business and our clients.\u201d<\/p>\n<p>Owens added, \u201cThis industry is changing faster than ever before, and I see this move to LPL as my greatest opportunity to regain my independence and to get back to the reasons I got into the financial industry in the first place \u2014 entrepreneurship and the ability to help my clients safeguard their fiscal futures.\u201d<\/p>\n<p>Scott Posner, LPL Managing Director, Business Development, said, \u201cWe welcome Duane and Phillip and congratulate them on the move to independence. With more freedom and flexibility, financial advisors who choose LPL can work more effectively, run thriving practices and create value for their clients. We look forward to supporting PCC Wealth Partners for years to come.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, learn how LPL Financial can help <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=qTlW6ons76qDyDbWlrS0ViS_3fDsgYc1wAhd2OYqkRMgMjmwTSEmrPBfNOH__9f3DTf29uTvpzGxXQoX5suTDjObAp8VZHKciUASYhRsT8Y4soI_Z_LKSV82a8WRljUStNST4WqgBrq55dkXW5mmxvDiMyIAdYJlr6yfUAtehok=\" rel=\"nofollow\" target=\"_blank\">take your business to the next level<\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 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 <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=4pjtfJo1rRr-cqdw0OA9HUJOD_pV2NQ13saniqu65nzO5nxTHkwPHtwKwFKBYebT2wuustvXV5Dtnpi9IS5KeA==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com<\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC.<\/strong> PCC Wealth Partners and LPL Financial are separate entities.<\/p>\n<p>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<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=VHcuz4XnKwY2707X9qpX9GmgCn9nIePssYz-3V9KwDyfXpn47EgQOwGeOO1YRCN2L-5Csa1KZvvHiVbUnkl45NlMZgdhuRvt0VPV0K6CW4k=\" rel=\"nofollow\" target=\"_blank\">Investor Relations<\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=IUoBJVkhKOhlnM4gmV87KKkpDUBLa93biSSK6Sk8R75qzrfPDvmHXkqFuFezRIbmRhRahooSLR_ITBEwIjC4xM5CxPKKuKEe-Kprgv6TmVVKmnfW9-hbqJrfqqzabEHQ\" rel=\"nofollow\" target=\"_blank\">Press Releases<\/a>\u201d section of our website.<\/p>\n<p>\n        <em>*Value approximated as reported to LPL<\/em>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=a7-siChQzj-6CA-PwBjHZHRjO47Q4Xek0YYX6IxPrOTty02RvElShT-VI5dGhoS6lCGZr7rdhwsGXTviMv8D6IlpizozsOHkl8tvJy-mCGoVAkJaYf0_pUjHetrMhOpC9OPg1vHX8OwEXTqPctmdDg==\" rel=\"nofollow\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a>\u00a0<\/p>\n<p>Tracking #737941<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ1NDU4MSM2OTUwNDk0IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/ZDNiNzM0OWMtMGRiZC00NjA3LWFjZmEtNjNiMTFiYzg5YjFjLTEwMzA3MTMtMjAyNS0wNS0yMC1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that financial advisors Duane Dollar, CFP\u00ae, ChFC\u00ae, CASL\u00ae, and Phillip Owens, MBA, CFP\u00ae, CRPC\u2122, RICP\u00ae, APMA\u2122, have joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients \u2014 most of whom are nearing or &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes PCC Wealth Partners&#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-852728","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes PCC Wealth Partners - 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-financial-welcomes-pcc-wealth-partners\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes PCC Wealth Partners - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that financial advisors Duane Dollar, CFP\u00ae, ChFC\u00ae, CASL\u00ae, and Phillip Owens, MBA, CFP\u00ae, CRPC\u2122, RICP\u00ae, APMA\u2122, have joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients \u2014 most of whom are nearing or &hellip; Continue reading &quot;LPL Financial Welcomes PCC Wealth Partners&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-20T12:09:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ1NDU4MSM2OTUwNDk0IzIwMTkxNDA=\" \/>\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-financial-welcomes-pcc-wealth-partners\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-pcc-wealth-partners\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL Financial Welcomes PCC Wealth Partners\",\"datePublished\":\"2025-05-20T12:09:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-pcc-wealth-partners\\\/\"},\"wordCount\":657,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-pcc-wealth-partners\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTQ1NDU4MSM2OTUwNDk0IzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-pcc-wealth-partners\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-pcc-wealth-partners\\\/\",\"name\":\"LPL Financial Welcomes PCC Wealth Partners - 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The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients \u2014 most of whom are nearing or &hellip; Continue reading \"LPL Financial Welcomes PCC Wealth Partners\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/","og_site_name":"Market Newsdesk","article_published_time":"2025-05-20T12:09:38+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ1NDU4MSM2OTUwNDk0IzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL Financial Welcomes PCC Wealth Partners","datePublished":"2025-05-20T12:09:38+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/"},"wordCount":657,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTQ1NDU4MSM2OTUwNDk0IzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-pcc-wealth-partners\/","name":"LPL Financial Welcomes PCC Wealth Partners - 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