LPL Financial Welcomes Financial Advisor Dustin Mac Brown and His Team
LPL Financial announced the addition of financial advisor Dustin Mac Brown, who has approximately $190 million in advisory and brokerage assets, to its platforms. Brown, previously with Cetera Advisors, is now based in Scottsdale, Arizona, and is known for his dedication to financial education. His firm, DM Brown Financial Services, focuses on personalized investment strategies. Brown expressed enthusiasm about LPL's integrated systems, which are expected to enhance client services. Executive VP Scott Posner welcomed Brown and highlighted LPL's commitment to supporting advisors with innovative resources.
- Dustin Mac Brown brings approximately $190 million in advisory and brokerage assets, enhancing LPL's asset base.
- Brown's firm specializes in personalized financial and investment strategies, which could attract more clients.
- LPL's integrated systems are expected to improve the premium customer experience for clients.
- None.
CHARLOTTE, N.C., April 24, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Dustin Mac Brown CFP®, AAMS® has joined LPL Financials’ broker-dealer, RIA and custodial platforms. He reported having served approximately
Based in Scottsdale, Ariz., Dustin is a Financial Strategist with a passion for financial education and a reputation for going the extra mile for his clients to help them work toward their needs, wants and wishes. Nicknamed “The Professor” for his perchance for prolonged answers, he can be found on YouTube with a dry erase board and marker explaining market conditions and breaking down complex financial issues.
DM Brown Financial Services specializes in creating personalized comprehensive financial and investment strategies for each client based on goals, risks, results, taxes, complexities and costs. Dustin is supported by client services associates Dana Niedzwiecki, Tom Martinet and Paige Melzer.
“I spent the first decade of my career as an employee and the second decade as an independent advisor, working directly for the client,” he said. “As I approach my third decade, it’s very important to have mature, integrated systems that provide the premium customer experience that our clients deserve. That’s why as a group, the team has decided to migrate over to LPL’s environment. We are excited about the innovative resources and integrated systems available at LPL, and we believe this will allow us to provide enhanced services for our clients.”
When not serving clients, Dustin enjoys spending quality time with his wife Tanida Brown, M.D., and their two children, Emilia Poesy and Dean Hatcher. Dustin and his wife have also been researching the octants of life in relation to time, love and money.
Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Dustin to the LPL community and are honored he chose to partner with LPL as he seeks new ways to build his perfect practice. As his partner, we are committed to delivering robust resources, business solutions and innovative capabilities designed to help his business thrive. We look forward to supporting the entire team at DM Brown Financial Services for years to come.”
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About LPL Financial
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 more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("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.
*Value approximated based on asset and holding details provided to LPL from year-end 2022.
**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 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL Financial and its affiliated companies provide financial services only from the United States.
Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC. DM Brown Financial Services and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.
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