LPL Welcomes Financial Advisor Michael Carmichael
LPL Financial (Nasdaq:LPLA) announced that financial advisor Michael Carmichael has joined their broker-dealer, RIA and custodial platforms from Osaic, bringing approximately $190 million in advisory, brokerage and retirement plan assets.
Carmichael, a U.S. Marine Corps veteran with over 20 years in financial services, leads Carmichael Financial with five support staff members across offices in Tucson, Ariz., Englishtown, N.J., and Logan, Utah. The firm provides comprehensive wealth management services including investments, risk management, tax strategies, retirement income planning and estate planning.
LPL Financial, among the fastest-growing wealth management firms in the U.S., supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans. The company invested over $500 million last year in technology and strategic resources.
LPL Financial (Nasdaq:LPLA) ha annunciato che il consulente finanziario Michael Carmichael si è unito alla loro piattaforma di broker-dealer, RIA e custodia provenendo da Osaic, portando con sé circa 190 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Carmichael, veterano del Corpo dei Marines degli Stati Uniti con oltre 20 anni di esperienza nei servizi finanziari, guida Carmichael Financial con cinque membri del personale di supporto in uffici a Tucson, Arizona, Englishtown, New Jersey, e Logan, Utah. L'azienda offre servizi completi di gestione patrimoniale, inclusi investimenti, gestione del rischio, strategie fiscali, pianificazione del reddito pensionistico e pianificazione patrimoniale.
LPL Financial, tra le aziende di gestione patrimoniale in più rapida crescita negli Stati Uniti, supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,7 trilioni di dollari in asset di intermediazione e consulenza per circa 6 milioni di americani. L'azienda ha investito oltre 500 milioni di dollari lo scorso anno in tecnologia e risorse strategiche.
LPL Financial (Nasdaq:LPLA) anunció que el asesor financiero Michael Carmichael se ha unido a su plataforma de corredor-dealer, RIA y custodia proveniente de Osaic, trayendo aproximadamente 190 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Carmichael, un veterano del Cuerpo de Marines de EE. UU. con más de 20 años en servicios financieros, lidera Carmichael Financial con cinco miembros de personal de apoyo en oficinas en Tucson, Arizona, Englishtown, Nueva Jersey, y Logan, Utah. La firma ofrece servicios integrales de gestión de patrimonio que incluyen inversiones, gestión de riesgos, estrategias fiscales, planificación de ingresos de jubilación y planificación patrimonial.
LPL Financial, entre las firmas de gestión de patrimonio de más rápido crecimiento en EE. UU., apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando alrededor de 1.7 billones de dólares en activos de corretaje y asesoría para aproximadamente 6 millones de estadounidenses. La empresa invirtió más de 500 millones de dólares el año pasado en tecnología y recursos estratégicos.
LPL Financial (Nasdaq:LPLA)는 재정 고문인 Michael Carmichael이 Osaic에서 그들의 중개인-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표하며, 약 1억 9천만 달러의 자문, 중개 및 퇴직 계획 자산을 가져왔다고 전했습니다.
Carmichael은 20년 이상의 금융 서비스 경력을 가진 미 해병대 퇴역 군인으로, Arizona주 Tucson, New Jersey주 Englishtown, Utah주 Logan에 있는 사무실에서 5명의 지원 직원과 함께 Carmichael Financial을 이끌고 있습니다. 이 회사는 투자, 위험 관리, 세금 전략, 퇴직 소득 계획 및 유산 계획을 포함한 종합적인 자산 관리 서비스를 제공합니다.
LPL Financial은 미국에서 가장 빠르게 성장하는 자산 관리 회사 중 하나로, 거의 29,000명의 재정 고문과 약 1,200개의 금융 기관을 지원하며, 약 1.7조 달러의 중개 및 자문 자산을 약 600만 미국인을 위해 관리하고 있습니다. 이 회사는 지난해 기술 및 전략적 자원에 5억 달러 이상을 투자했습니다.
LPL Financial (Nasdaq:LPLA) a annoncé que le conseiller financier Michael Carmichael a rejoint leur plateforme de courtier, RIA et de conservation en provenance d'Osaic, apportant environ 190 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Carmichael, vétéran du Corps des Marines des États-Unis avec plus de 20 ans d'expérience dans les services financiers, dirige Carmichael Financial avec cinq membres du personnel de soutien dans des bureaux à Tucson, Arizona, Englishtown, New Jersey, et Logan, Utah. La société propose des services complets de gestion de patrimoine, y compris des investissements, la gestion des risques, des stratégies fiscales, la planification des revenus de retraite et la planification successorale.
LPL Financial, parmi les entreprises de gestion de patrimoine à la croissance la plus rapide aux États-Unis, soutient près de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,7 trillion de dollars d'actifs de courtage et de conseil pour environ 6 millions d'Américains. L'entreprise a investi plus de 500 millions de dollars l'année dernière dans la technologie et les ressources stratégiques.
LPL Financial (Nasdaq:LPLA) gab bekannt, dass der Finanzberater Michael Carmichael von Osaic zu ihrer Broker-Dealer-, RIA- und Verwahrplattform gewechselt ist und etwa 190 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen mitgebracht hat.
Carmichael, ein Veteran des US Marine Corps mit über 20 Jahren Erfahrung im Finanzdienstleistungssektor, leitet Carmichael Financial mit fünf unterstützenden Mitarbeitern in Büros in Tucson, Arizona, Englishtown, New Jersey, und Logan, Utah. Das Unternehmen bietet umfassende Vermögensverwaltungsdienste an, darunter Investitionen, Risikomanagement, Steuerstrategien, Altersvorsorgeplanung und Nachlassplanung.
LPL Financial, eines der am schnellsten wachsenden Vermögensverwaltungsunternehmen in den USA, unterstützt nahezu 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet etwa 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen für etwa 6 Millionen Amerikaner. Das Unternehmen investierte im letzten Jahr über 500 Millionen Dollar in Technologie und strategische Ressourcen.
- Added $190M in AUM through advisor acquisition
- Manages $1.7T in total brokerage and advisory assets
- Significant technology investment of $500M in 2024
- Strong advisor network of 29,000 financial advisors
- None.
SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately
With more than 20 years in financial services, Carmichael is passionate about helping his clients work toward building more secure financial futures. He works with five support staff members to provide a wide range of comprehensive wealth management services, including investments, risk management, tax strategies, retirement income planning and estate planning. They operate from registered offices in Tucson, Ariz., Englishtown, N.J., and Logan, Utah.
Prior to becoming an advisor, Carmichael spent eight years in the U.S. Marine Corps, serving in the Gulf War. He holds fast to the Corps values of honor, courage and commitment, often applying those same principles within his practice.
Carmichael’s aspirations to grow his business and elevate client experiences led him to LPL Financial.
“I’m always looking out for the best interest of my clients, and I believe they are in a better position at LPL, a publicly traded Fortune 500 company that regularly makes significant investments into technology, resources and service,” Carmichael said. “LPL is in growth mode and so is my business. As I look to expand my firm, I appreciate knowing I have the support and M&A experience of LPL behind me. In fact, LPL has already connected me with other advisors looking to retire soon. I am confident that these connections, paired with LPL’s other growth solutions and strategies, will help propel our business forward.”
Scott Posner, LPL Executive Vice President, Business Development, said, “I’d like to extend a warm welcome to Mike and his team. At LPL, we understand that advisors are looking for sophisticated capabilities and the autonomy to build and grow their ideal practice according to their vision. That’s why we invested more than
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About LPL Financial
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 nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Carmichael Financial and LPL 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.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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