LPL Welcomes Shorepoint Wealth Management
LPL Financial (LPLA) has announced that financial advisor Justin Lotano and his team have joined LPL's broker-dealer, RIA, and custodial platforms from Wells Fargo Advisors Financial Network. The team, operating as Shorepoint Wealth Management in Colts Neck, N.J., brings approximately $250 million in advisory, brokerage and retirement assets.
The young team, averaging 30 years in age, includes Joe Burgard, Kevyn Marteniz, TJ Savona, and Gianna Granato. They specialize in retirement planning, wealth management, and helping clients through life transitions. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with $1.7 trillion in brokerage and advisory assets under management on behalf of approximately 6 million Americans.
LPL Financial (LPLA) ha annunciato che il consulente finanziario Justin Lotano e il suo team si sono uniti alle piattaforme di broker-dealer, RIA e custodia di LPL, provenienti da Wells Fargo Advisors Financial Network. Il team, che opera come Shorepoint Wealth Management a Colts Neck, N.J., porta con sé circa 250 milioni di dollari in asset di consulenza, intermediazione e pensione.
Il giovane team, con un'età media di 30 anni, include Joe Burgard, Kevyn Marteniz, TJ Savona e Gianna Granato. Si specializzano nella pianificazione pensionistica, nella gestione patrimoniale e nell'assistenza ai clienti durante le transizioni della vita. LPL Financial attualmente supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con 1,7 trilioni di dollari in asset di intermediazione e consulenza sotto gestione per conto di circa 6 milioni di americani.
LPL Financial (LPLA) ha anunciado que el asesor financiero Justin Lotano y su equipo se han unido a las plataformas de corredor-dealer, RIA y custodia de LPL, provenientes de Wells Fargo Advisors Financial Network. El equipo, que opera como Shorepoint Wealth Management en Colts Neck, N.J., aporta aproximadamente 250 millones de dólares en activos de asesoría, corretaje y jubilación.
El joven equipo, con una edad promedio de 30 años, incluye a Joe Burgard, Kevyn Marteniz, TJ Savona y Gianna Granato. Se especializan en planificación de jubilación, gestión de patrimonio y en ayudar a los clientes durante las transiciones de la vida. LPL Financial actualmente apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con 1.7 billones de dólares en activos de corretaje y asesoría bajo gestión en nombre de aproximadamente 6 millones de estadounidenses.
LPL Financial (LPLA)는 재정 상담사 Justin Lotano와 그의 팀이 Wells Fargo Advisors Financial Network에서 LPL의 브로커-딜러, RIA 및 수탁 플랫폼으로 합류했다고 발표했습니다. 이 팀은 뉴저지 주 Colts Neck에서 Shorepoint Wealth Management라는 이름으로 운영되며, 약 2억 5천만 달러의 자문, 중개 및 퇴직 자산을 보유하고 있습니다.
평균 연령이 30세인 젊은 팀은 Joe Burgard, Kevyn Marteniz, TJ Savona 및 Gianna Granato로 구성되어 있습니다. 이들은 퇴직 계획, 자산 관리 및 고객의 인생 전환을 돕는 데 전문화되어 있습니다. LPL Financial은 현재 거의 29,000명의 재정 상담사와 약 1,200개의 금융 기관을 지원하며, 약 600만 미국인을 위해 1.7조 달러의 중개 및 자문 자산을 관리하고 있습니다.
LPL Financial (LPLA) a annoncé que le conseiller financier Justin Lotano et son équipe ont rejoint les plateformes de courtier-négociant, RIA et de garde de LPL, en provenance de Wells Fargo Advisors Financial Network. L'équipe, opérant sous le nom de Shorepoint Wealth Management à Colts Neck, N.J., apporte environ 250 millions de dollars d'actifs de conseil, de courtage et de retraite.
L'équipe jeune, avec un âge moyen de 30 ans, comprend Joe Burgard, Kevyn Marteniz, TJ Savona et Gianna Granato. Ils se spécialisent dans la planification de la retraite, la gestion de patrimoine et l'aide aux clients lors des transitions de vie. LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, avec 1,7 trillion de dollars d'actifs de courtage et de conseil sous gestion pour environ 6 millions d'Américains.
LPL Financial (LPLA) hat angekündigt, dass der Finanzberater Justin Lotano und sein Team von Wells Fargo Advisors Financial Network zu den Broker-Dealer-, RIA- und Verwahrplattformen von LPL gewechselt sind. Das Team, das als Shorepoint Wealth Management in Colts Neck, N.J., tätig ist, bringt etwa 250 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen mit.
Das junge Team, mit einem Durchschnittsalter von 30 Jahren, besteht aus Joe Burgard, Kevyn Marteniz, TJ Savona und Gianna Granato. Sie sind auf Altersvorsorgeplanung, Vermögensverwaltung und die Unterstützung von Kunden in Lebensübergängen spezialisiert. LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen im Auftrag von etwa 6 Millionen Amerikanern.
- Added $250M in AUM through new advisor acquisition
- Continues expansion of advisor network
- Demonstrates ability to attract established advisors from major competitors
- None.
SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately
Based in Colts Neck, N.J., Lotano’s profound interest in investments and his dedication to helping others have been the cornerstones of his professional journey since he started his career in 2006. He is joined by Joe Burgard, a recent financial advisor, along with registered representative Kevyn Marteniz and staff members TJ Savona and Gianna Granato.
“We are a young team, with an average age of about 30, but we have a great level of experience guiding individuals into a more successful retirement,” said Lotano, who noted the team also focuses on helping clients through divorce and other life transitions. “We’ve made it a priority to cultivate long-lasting relationships with clients, and now we’re beginning to work with their children and grandchildren. Our goal is to help clients feel empowered and informed along each step of their financial journey, whether that’s navigating major life transitions, managing their wealth or planning for retirement.”
Lotano, president of the Colts Neck Lions Club, is highly active in his community. He is proud to launch Shorepoint Wealth Management in the city where he grew up.
“Working with LPL will allow me to build my brand and grow the business on my terms,” Lotano said. “LPL is constantly investing in technology and operational support, making it the ideal place to run my business. I appreciate the integrated technology and optionality within LPL's platform, which allows us to evaluate the best planning software and other programs to pick the best fit for our clients and business. I’m excited for what’s ahead for Shorepoint Wealth Management.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Justin and his team to the LPL community. At LPL, we are dedicated to empowering advisors with the essential tools and support to help them create value with clients and run thriving practices. Our platform offers the flexibility and support they require to develop their brand and expand their business on their own terms. We look forward to supporting Shorepoint Wealth Management for generations to come.”
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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. Shorepoint Wealth Management 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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