LPL Financial Welcomes Beamish Wealth Management to Linsco Channel
LPL Financial (LPLA) has announced that financial advisor Colin Beamish, CFP®, has joined their employee advisor channel, Linsco by LPL Financial, to launch Beamish Wealth Management. Beamish, who previously served at City National Securities (RBC subsidiary), brings approximately $445 million in advisory, brokerage and retirement plan assets to LPL.
With over 19 years of industry experience, Beamish chose LPL's Linsco model for its enhanced technology, greater autonomy, and integrated wealth management platform. The Linsco model provides advisors with independence while offering support through branch management, marketing consultants, and business resources.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.
LPL Financial (LPLA) ha annunciato che il consulente finanziario Colin Beamish, CFP®, si è unito al loro canale di consulenti dipendenti, Linsco by LPL Financial, per avviare Beamish Wealth Management. Beamish, che in precedenza lavorava presso City National Securities (filiale di RBC), porta con sé circa 445 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con oltre 19 anni di esperienza nel settore, Beamish ha scelto il modello Linsco di LPL per la sua tecnologia avanzata, maggiore autonomia e piattaforma integrata di gestione patrimoniale. Il modello Linsco offre ai consulenti indipendenza, supportata da gestione delle filiali, consulenti di marketing e risorse aziendali.
LPL Financial attualmente supporta oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset di intermediazione e consulenza per circa 7 milioni di americani.
LPL Financial (LPLA) ha anunciado que el asesor financiero Colin Beamish, CFP®, se ha unido a su canal de asesores empleados, Linsco by LPL Financial, para lanzar Beamish Wealth Management. Beamish, quien anteriormente trabajó en City National Securities (subsidiaria de RBC), aporta aproximadamente 445 millones de dólares en activos de asesoría, corretaje y planes de retiro a LPL.
Con más de 19 años de experiencia en la industria, Beamish eligió el modelo Linsco de LPL por su tecnología avanzada, mayor autonomía y plataforma integrada de gestión patrimonial. El modelo Linsco brinda a los asesores independencia, respaldada por la gestión de sucursales, consultores de marketing y recursos comerciales.
LPL Financial actualmente apoya a más de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando cerca de 1.8 billones de dólares en activos de corretaje y asesoría para aproximadamente 7 millones de estadounidenses.
LPL Financial (LPLA)는 금융 상담사 Colin Beamish, CFP®가 LPL Financial의 직원 상담사 채널인 Linsco by LPL Financial에 합류하여 Beamish Wealth Management를 시작했다고 발표했습니다. 이전에 City National Securities(RBC 자회사)에서 근무한 Beamish는 약 4억 4,500만 달러의 자문, 중개 및 퇴직 계획 자산을 LPL에 가져왔습니다.
19년 이상의 업계 경험을 가진 Beamish는 향상된 기술, 더 큰 자율성 및 통합 자산 관리 플랫폼을 제공하는 LPL의 Linsco 모델을 선택했습니다. Linsco 모델은 지점 관리, 마케팅 컨설턴트 및 비즈니스 자원을 통한 지원과 함께 독립성을 상담사에게 제공합니다.
LPL Financial은 현재 29,000명 이상의 금융 상담사와 약 1,200개의 금융 기관을 지원하며, 약 1.8조 달러의 중개 및 자문 자산을 약 700만 미국인에게 관리하고 있습니다.
LPL Financial (LPLA) a annoncé que le conseiller financier Colin Beamish, CFP®, a rejoint leur canal de conseillers salariés, Linsco by LPL Financial, pour lancer Beamish Wealth Management. Beamish, qui travaillait auparavant chez City National Securities (filiale de RBC), apporte environ 445 millions de dollars d'actifs en conseil, courtage et plans de retraite à LPL.
Fort de plus de 19 ans d'expérience dans le secteur, Beamish a choisi le modèle Linsco de LPL pour sa technologie améliorée, son autonomie accrue et sa plateforme intégrée de gestion de patrimoine. Le modèle Linsco offre aux conseillers une indépendance tout en bénéficiant du soutien de la gestion des agences, des consultants marketing et des ressources commerciales.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,8 billion de dollars d'actifs de courtage et de conseil pour environ 7 millions d'Américains.
LPL Financial (LPLA) hat bekannt gegeben, dass der Finanzberater Colin Beamish, CFP®, ihrem Mitarbeiterberater-Kanal Linsco by LPL Financial beigetreten ist, um Beamish Wealth Management zu gründen. Beamish, der zuvor bei City National Securities (eine RBC-Tochtergesellschaft) tätig war, bringt etwa 445 Millionen US-Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen zu LPL.
Mit über 19 Jahren Branchenerfahrung wählte Beamish das Linsco-Modell von LPL wegen seiner fortschrittlichen Technologie, größeren Autonomie und integrierten Vermögensverwaltungsplattform. Das Linsco-Modell bietet Beratern Unabhängigkeit, unterstützt durch Filialmanagement, Marketingberater und Geschäftsressourcen.
LPL Financial unterstützt derzeit über 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet rund 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen für etwa 7 Millionen Amerikaner.
- Addition of significant assets under management ($445 million)
- Expansion of advisor network with experienced professional
- Demonstrates LPL's ability to attract established advisors from competitors
- None.
SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Colin Beamish, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Beamish Wealth Management of LPL Financial. He reported serving approximately
Based in San Diego, Beamish transitioned to financial services in 2006 from the sports industry where he worked for the National Hockey League team Florida Panthers and the Arena Football League's Los Angeles Avengers. Now with more than 19 years of industry experience, Beamish takes a holistic approach to helping his clients plan for their fiscal futures.
“Fiscal education is important to me, and I believe in taking the time to help clients understand the wealth management process,” Beamish said. “Then I partner with my clients to put together a financial plan they are truly comfortable with and work with them every step of the way to help them work towards both their long and short-term financial goals.”
Why he made the move to Linsco by LPL
Looking for more autonomy and enhanced technology, Beamish turned to LPL for the next chapter of his business. He was drawn to the Linsco model, which serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice, their way. With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to focus on their clients.
“After doing my due diligence, it was clear that LPL was the right partner to help me take my business to the next level,” Beamish said. “My clients trust me to make the best decisions regarding their finances, and they deserve the best products and services available in the marketplace. From LPL’s strategic support, innovative technology and shared focus on putting clients first, I am confident that moving to LPL is the right decision for my business.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Colin to the Linsco community. With LPL’s support, more advisors are recognizing the importance of freedom and flexibility as they seek ways to differentiate themselves and enhance the client experience. We look forward to partnering with Beamish Wealth Management for years to come.”
Related
Advisors, learn how LPL Financial can help take your business to the next level.
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 over 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.
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.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #735639
FAQ
How much in assets did Colin Beamish bring to LPL Financial (LPLA)?
What is Linsco by LPL Financial?
How many financial advisors does LPL Financial (LPLA) support?
Why did Colin Beamish choose to join LPL Financial?
