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LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd

After 24 years working at a bank branch, Boyd reflected on his career and came to the conclusion that it was time for a change. “In my quest to live a more holistic life, I knew it was in my clients’ best interest to take more control over my business and operate as a fiduciary in an independent practice.”

Financial Resources Group Investment Services and Gladstone Wealth Partners Announce Groundbreaking Partnership

This merger creates the largest enterprise by revenue and assets on the LPL Financial corporate Registered Investment Advisor (RIA).  The combined organization will have 670 registered representatives, in excess of $24 billion in brokerage and advisory assets and over $141 million in revenue with over 155 employees.

LPL Affiliates Merge to Create $24 Billion Behemoth

The combined entity, Gladstone Financial Resources Group, will have around $24bn in advisory and brokerage assets and 670 affiliated advisors. The combined firm is set to launch on May 15. ‘It’s just a huge opportunity for us together,’ said Gladstone Wealth Group chief executive Richard Frick (pictured, center).

Recent news:

Going Independent: Starting and Operating Your Investment Firm

December 17, 2020: LPL Financial, Gladstone Wealth Partners Welcome Mother and Son Team

December 10, 2020: Ex-Well Fargo Advisor Aligns With Gladstone To Join LPL

November 16, 2020: Morgan Stanley Duo Managing $2 Billion Go Indie with LPL

November 16, 2020: LPL Affiliate Gladstone Hires $2-Billion Morgan Stanley Team

October 2, 2020: Gladstone Adds $100m Ex-Wells Advisor

Fall 2020: Gladstone Wealth Group Newsletter

July 27, 2020: $24bn hybrid adds ex-Wells advisor in NJ

July 27, 2020: LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd

April 23, 2020: LPL Affiliates Merge to Create $24 Billion Behemoth

April 23. 2020: Financial Resources Group and Gladstone Wealth Group Announce Groundbreaking Partnership

February 21, 2020: RBC, LPL Pull Brokers from Merrill, Wells Fargo

February 14,2020: A Conversation with Rick Frick, CEO of Gladstone Wealth Group

February 14, 2020: Wells Hires from UBS, RBC from Merrill, LPL from Ameriprise

November 11, 2019: CEO Richard Frick Answers 7 Questions with Tony Sirianni of Advisor Hub

August 7, 2019: LPL Financial and Gladstone Wealth Group Welcome CLH Wealth Management

July 18, 2019:LPL Financial – Gladstone Wealth Group Welcome Ron Jaeger

July 12, 2019: LPL-Affiliated RIA Gladstone Hires New Jersey Independent Broker

July 9, 2019: 3 Million UBS Team Goes Indie With LPL and Gladstone

May 17, 2019: LPL Firm Hires Manager of Oppenheimer’s Philadelphia Offices

May 9, 2019: RIA hires ex-Morgan Stanley Regional Head

March 7, 2019: $200m advisor joins nascent RIA partnership

February 27, 2019: LPL Financial and Gladstone Wealth Group welcome Breandan Kelly

February 14, 2019: $110 Million Wells Fargo Team exits to join the Partnership Model at Gladstone

February 13, 2019: $2bn New Jersey RIA plans to add 30 advisors in growth push

January 19, 2019: Indie Firm with 55 Brokers Hires Ex-Philadelphia Manager at Morgan Stanley

December 6, 2018: LPL Financial Welcomes Five Advisors to Existing Firm Gladstone Advisors