Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network
Rhea-AI Summary
LPL Financial Holdings (Nasdaq:LPLA) announced that Doug and Jenny Haskin have launched Haskin Private Wealth Advisors on the LPL Independent Advisor Network. The Sacramento-based team, joining from Wells Fargo, oversees about $170 million in advisory, brokerage and retirement plan assets* and plans to expand its services and staffing.
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News Market Reaction – LPLA
In the Jul 7 session, LPLA gained 0.93%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jun 30 | Advisor recruitment | Positive | +4.6% | LPL added McCormick Private Wealth with about $340 million in client assets. |
| Jun 25 | Advisor recruitment | Positive | -1.7% | NorthStar Wealth Advisors joined via Good Life Companies with roughly $160 million assets. |
| Jun 24 | Advisor recruitment | Positive | -4.4% | Tribute Financial moved to LPL’s platforms, bringing over $500 million in client assets. |
| Jun 17 | Advisor recruitment | Positive | +0.4% | Advisor Daniel Zacharias joined Decorum Wealth Management with about $250 million assets. |
| Jun 16 | Monthly metrics | Positive | +0.4% | May 2026 total client assets reached $2.55 trillion with solid organic net new assets. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent advisor recruitment and activity updates have produced mixed stock reactions, with some moves aligning positively and others selling off despite constructive headlines.
Key Terms
broker-dealer regulatory
registered investment advisor regulatory
finra regulatory
sipc regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors, through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network. The advisors oversee approximately
Based in Sacramento, Calif., Doug and Jenny Haskin bring more than two decades of combined industry experience to their practice. Having worked together for approximately six years, the husband-and-wife team serves a diverse client base that includes business owners, retirees, multigenerational families and younger couples seeking guidance on retirement planning and education savings strategies.
Haskin Private Wealth Advisors takes a comprehensive, planning-focused approach to client relationships, emphasizing collaboration, education and ongoing engagement. Through multiple planning conversations and a disciplined process, the team works to develop personalized strategies that evolve with each client’s goals, needs and life stages.
“Our goal is to provide every client with a thoughtful, personalized financial plan, focusing on each client and their needs,” said Doug Haskin. “We take the time to understand the full picture — whether that begins with one account or a broader financial plan — and work alongside our clients to build strategies designed to support their long-term financial goals.”
The firm fosters a collaborative, family-style environment, with Doug and Jenny working closely together to combine analytical insight, planning expertise and clear client communication. Their approach is designed to help clients feel informed, supported and confident throughout the financial planning process while building long-term, trusted relationships.
Outside the office, the Haskins’ strong sense of family extends to their community and personal lives. Jenny & Doug have volunteered for more than 15 years at her children’s community schools. Together, Doug and Jenny have three children currently in college, high school and elementary school.
Why Haskin Private Wealth Advisors Made the Move to LPL — and Why Now
After an extensive period of due diligence, Doug and Jenny chose to affiliate with LPL Independent Advisor Network to transition to full independence while gaining access to integrated support aligned with their long-term vision. The team is also expanding its infrastructure to support future growth and enhance the client experience. They have added Michael Graham to the team. A former banker from Wells Fargo, Michael is joining as a LPL Registered Administrative Associate. They are additionally adding a full-time office administration team member in the coming weeks.
Through LPL Independent Advisor Network, advisors operate within an integrated support model that brings together a connected peer community, experienced guidance and dedicated regional teams. Advisors benefit from hands-on transition execution, growth coaching and consulting across key areas of the business, and ongoing operational, compliance and administrative support — enabling firms to move faster, operate more efficiently and grow on their own terms.
“Moving to independence allows us to focus entirely on our clients without the constraints of sales quotas or proprietary limitations,” said Jenny Haskin. “LPL stood out for its scale, resources and flexibility, giving us the ability to choose the solutions that best serve our clients and grow our business in the way we envision.”
Looking ahead, Haskin Private Wealth Advisors plans to expand its service offerings to include additional financial planning capabilities, further enhancing the value the firm delivers to clients.
Chief Growth Officer Marc Cohen, said, “We welcome Doug and Jenny to LPL. Their commitment to comprehensive planning and building lasting client relationships aligns with LPL’s purpose to empower advisors with the independence, technology and support needed to deliver personalized financial guidance. We look forward to supporting their continued success.”
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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 more than 32,000 financial advisors and the wealth management practices of approximately 1,100 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.
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, 2025.
Media Contact:
Media.relations@LPLFinancial.com
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