LPL Financial Welcomes Barlow Capital Advisors
LPL Financial (NASDAQ: LPLA) has announced that financial advisor R. Brennan Barlow and his team at Barlow Capital Advisors have joined LPL's broker-dealer, RIA, and custodial platforms from Raymond James. Based in Flower Mound, Texas, Barlow manages approximately $250 million in advisory, brokerage, and retirement plan assets. The second-generation advisor founded his practice in 2009, focusing on wealth management with a "Three P's" approach: protecting wealth, preserving lifestyle, and preventing retirement surprises.
The team, including Senior Client Service Associate Keri Alanis and Client Service Associate Amanda Barlow, chose LPL Financial for its enhanced flexibility and service options. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with about $1.7 trillion in brokerage and advisory assets under management on behalf of approximately 6 million Americans.
LPL Financial (NASDAQ: LPLA) ha annunciato che il consulente finanziario R. Brennan Barlow e il suo team di Barlow Capital Advisors si sono uniti alle piattaforme broker-dealer, RIA e di custodia di LPL, provenendo da Raymond James. Con sede a Flower Mound, Texas, Barlow gestisce circa 250 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici. Consulente di seconda generazione, ha fondato la sua attività nel 2009, concentrandosi sulla gestione patrimoniale con un approccio basato sulle “Tre P”: proteggere il patrimonio, preservare lo stile di vita e prevenire sorprese durante la pensione.
Il team, che include la Senior Client Service Associate Keri Alanis e la Client Service Associate Amanda Barlow, ha scelto LPL Financial per la sua maggiore flessibilità e le opzioni di servizio offerte. LPL Financial supporta attualmente quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con circa 1,7 trilioni di dollari in asset di intermediazione e consulenza gestiti per conto di circa 6 milioni di americani.
LPL Financial (NASDAQ: LPLA) ha anunciado que el asesor financiero R. Brennan Barlow y su equipo en Barlow Capital Advisors se han unido a las plataformas broker-dealer, RIA y de custodia de LPL, procedentes de Raymond James. Con sede en Flower Mound, Texas, Barlow administra aproximadamente 250 millones de dólares en activos de asesoría, corretaje y planes de jubilación. Este asesor de segunda generación fundó su práctica en 2009, enfocándose en la gestión patrimonial con un enfoque basado en las "Tres P": proteger el patrimonio, preservar el estilo de vida y prevenir sorpresas en la jubilación.
El equipo, que incluye a la Asociada Senior de Servicio al Cliente Keri Alanis y a la Asociada de Servicio al Cliente Amanda Barlow, eligió LPL Financial por su mayor flexibilidad y opciones de servicio. Actualmente, LPL Financial apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con cerca de 1.7 billones de dólares en activos de corretaje y asesoría bajo gestión para aproximadamente 6 millones de estadounidenses.
LPL Financial (NASDAQ: LPLA)는 금융 자문가 R. Brennan Barlow와 그의 팀이 Barlow Capital Advisors에서 Raymond James를 떠나 LPL의 브로커 딜러, RIA, 그리고 수탁 플랫폼에 합류했다고 발표했습니다. 텍사스주 플라워마운드에 기반을 둔 Barlow는 약 2억 5천만 달러의 자문, 중개, 퇴직 플랜 자산을 관리하고 있습니다. 2세대 자문가인 그는 2009년에 자신의 회사를 설립했으며, '세 가지 P' 접근법인 자산 보호, 생활 방식 유지, 은퇴 시 놀라움 방지에 중점을 두고 있습니다.
시니어 고객 서비스 어소시에이트 Keri Alanis와 고객 서비스 어소시에이트 Amanda Barlow를 포함한 팀은 LPL Financial의 향상된 유연성과 서비스 옵션 때문에 LPL을 선택했습니다. 현재 LPL Financial은 약 29,000명의 금융 자문가와 약 1,200개의 금융 기관을 지원하며, 약 1조 7천억 달러의 중개 및 자문 자산을 약 600만 미국인을 위해 관리하고 있습니다.
LPL Financial (NASDAQ : LPLA) a annoncé que le conseiller financier R. Brennan Barlow et son équipe de Barlow Capital Advisors ont rejoint les plateformes broker-dealer, RIA et de garde de LPL, en provenance de Raymond James. Basé à Flower Mound, Texas, Barlow gère environ 250 millions de dollars d'actifs en conseil, courtage et plans de retraite. Conseiller de deuxième génération, il a fondé son cabinet en 2009, en se concentrant sur la gestion de patrimoine avec une approche des "Trois P" : protéger le patrimoine, préserver le style de vie et prévenir les surprises à la retraite.
L'équipe, comprenant la Senior Client Service Associate Keri Alanis et la Client Service Associate Amanda Barlow, a choisi LPL Financial pour sa flexibilité accrue et ses options de service. LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, avec environ 1,7 trillion de dollars d'actifs en courtage et conseil sous gestion pour environ 6 millions d'Américains.
LPL Financial (NASDAQ: LPLA) hat bekannt gegeben, dass der Finanzberater R. Brennan Barlow und sein Team von Barlow Capital Advisors von Raymond James zu den Broker-Dealer-, RIA- und Depotplattformen von LPL gewechselt sind. Mit Sitz in Flower Mound, Texas, verwaltet Barlow etwa 250 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen. Der Berater in zweiter Generation gründete seine Praxis im Jahr 2009 und konzentriert sich auf Vermögensverwaltung mit einem "Drei-P"-Ansatz: Vermögen schützen, Lebensstil bewahren und Überraschungen im Ruhestand vermeiden.
Das Team, zu dem auch die Senior Client Service Associate Keri Alanis und die Client Service Associate Amanda Barlow gehören, entschied sich für LPL Financial aufgrund der verbesserten Flexibilität und Serviceoptionen. LPL Financial unterstützt derzeit fast 29.000 Finanzberater und rund 1.200 Finanzinstitute mit etwa 1,7 Billionen US-Dollar an Brokerage- und Beratungsvermögen, die im Auftrag von etwa 6 Millionen Amerikanern verwaltet werden.
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SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately
Based just outside of Dallas in Flower Mound, Texas, Barlow is a second-generation financial advisor who founded Barlow Capital Advisors in 2009. After a decade working in the financial services industry, Barlow wanted to create a family-owned and operated independent practice to serve his community. Supported by Senior Client Service Associate Keri Alanis and Client Service Associate Amanda Barlow — Brennan’s wife — Barlow takes a holistic approach to offering wealth management advice and strategy to his clients.
“I believe in the ‘Three P’s’: Protect your wealth, preserve your lifestyle and prevent surprises in retirement,” Barlow said. “To that end, I take the time to educate my clients on the wealth management process and then work alongside them to ensure our strategies are consistently angled toward their ideal financial outcome.”
Looking for more autonomy and the flexibility to run and grow his business, the Barlow Capital Advisors team turned to LPL Financial.
“LPL offers unmatched flexibility and service options that will allow me to enhance my current practice and provide an elevated client experience,” Barlow said. “By partnering with LPL, I am confident I can build my business the way I envision and in a way that exceeds my clients’ expectations.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Brennan, Keri and Amanda to LPL and wish them success on this next chapter of their business. At LPL, we understand that advisors are looking for sophisticated capabilities and the autonomy to build and grow their practice according to their vision. We look forward to supporting Barlow Capital Advisors for years 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. Barlow Capital Advisors 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.
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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