LPLA - LPL Financial Welcomes Advisor Matthew Edwards | Benzinga
SAN DIEGO, April 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Edwards has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $210 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.
Based in Sarasota, Fla., Edwards started his career in 1999 as an intern at his prior practice, working his way up through various roles before becoming a financial advisor. With a focus on multigenerational planning and the LGBTQ+ community, he steadily built his network and client base to a point where he decided to start his own business.
"I want to provide my clients with a smaller, more boutique-type office where they receive personalized investment strategies and comprehensive financial planning, which is the cornerstone for everything we do," said Edwards, who is supported by two office staff members.
After a thorough due diligence process, Edwards turned to LPL to start the next chapter of his career.
"From a cultural perspective, LPL was absolutely the best fit. It offers true independence and a rich mix of support, along with the flexibility to build my business the way I want," Edwards said. ...