LPL Financial Welcomes Gallagher Wealth Management
LPL Financial (NASDAQ:LPLA) announced that Gallagher Wealth Management has joined its broker-dealer, RIA, and custodial platforms, transitioning from Lincoln Investment. The team, led by Kevin Gallagher, AIF®, reported approximately $180 million in advisory, brokerage and retirement plan assets.
Located in Brookeville, Maryland, Gallagher Wealth Management specializes in serving federal employees and military members. The team includes U.S. Army veteran James Horris, Brandon Hsia, Leslie Weigand, and support staff. The move to LPL was driven by their desire for greater autonomy, enhanced technology capabilities, and operational efficiency.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with $1.8 trillion in brokerage and advisory assets under management serving approximately 7 million Americans.
LPL Financial (NASDAQ:LPLA) ha annunciato che Gallagher Wealth Management si è unita alle sue piattaforme di broker-dealer, RIA e custodia, trasferendosi da Lincoln Investment. Il team, guidato da Kevin Gallagher, AIF®, gestisce circa 180 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Con sede a Brookeville, Maryland, Gallagher Wealth Management si specializza nel servizio a dipendenti federali e membri delle forze armate. Il team include il veterano dell'esercito statunitense James Horris, Brandon Hsia, Leslie Weigand e il personale di supporto. Il passaggio a LPL è stato motivato dal desiderio di maggiore autonomia, tecnologie avanzate e maggiore efficienza operativa.
LPL Financial supporta attualmente quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con 1,8 trilioni di dollari in asset di intermediazione e consulenza sotto gestione, servendo circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) anunció que Gallagher Wealth Management se ha unido a sus plataformas de corredor-dealer, RIA y custodia, trasladándose desde Lincoln Investment. El equipo, liderado por Kevin Gallagher, AIF®, reportó aproximadamente 180 millones de dólares en activos de asesoría, corretaje y planes de retiro.
Ubicado en Brookeville, Maryland, Gallagher Wealth Management se especializa en atender a empleados federales y miembros militares. El equipo incluye al veterano del ejército de EE. UU. James Horris, Brandon Hsia, Leslie Weigand y personal de apoyo. La transición a LPL fue impulsada por su deseo de mayor autonomía, capacidades tecnológicas mejoradas y eficiencia operativa.
LPL Financial actualmente apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con 1.8 billones de dólares en activos de corretaje y asesoría bajo administración, sirviendo a cerca de 7 millones de estadounidenses.
LPL Financial (NASDAQ:LPLA)는 Gallagher Wealth Management가 Lincoln Investment에서 전환하여 자사의 중개업자-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. Kevin Gallagher, AIF®가 이끄는 팀은 약 1억 8천만 달러의 자문, 중개 및 퇴직 계획 자산을 보고했습니다.
메릴랜드주 브룩빌에 위치한 Gallagher Wealth Management는 연방 직원 및 군인들을 전문으로 합니다. 팀에는 미 육군 베테랑 James Horris, Brandon Hsia, Leslie Weigand 및 지원 직원이 포함되어 있습니다. LPL로의 이동은 더 큰 자율성, 향상된 기술 역량 및 운영 효율성을 추구하는 데서 비롯되었습니다.
LPL Financial은 현재 약 29,000명의 금융 자문가와 약 1,200개의 금융 기관을 지원하며, 1.8조 달러 규모의 중개 및 자문 자산을 관리하여 약 700만 미국인을 서비스하고 있습니다.
LPL Financial (NASDAQ:LPLA) a annoncé que Gallagher Wealth Management a rejoint ses plateformes de courtage, RIA et de garde, en provenance de Lincoln Investment. L'équipe, dirigée par Kevin Gallagher, AIF®, gère environ 180 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Basé à Brookeville, Maryland, Gallagher Wealth Management se spécialise dans le service aux employés fédéraux et aux militaires. L'équipe comprend le vétéran de l'armée américaine James Horris, Brandon Hsia, Leslie Weigand et le personnel de soutien. Le passage à LPL a été motivé par leur volonté d'obtenir plus d'autonomie, des capacités technologiques améliorées et une meilleure efficacité opérationnelle.
LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, avec 1,8 billion de dollars d'actifs en courtage et conseil sous gestion, desservant environ 7 millions d'Américains.
LPL Financial (NASDAQ:LPLA) gab bekannt, dass Gallagher Wealth Management von Lincoln Investment zu seinen Broker-Dealer-, RIA- und Verwahrplattformen gewechselt ist. Das Team unter der Leitung von Kevin Gallagher, AIF®, verwaltet rund 180 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen.
Mit Sitz in Brookeville, Maryland, spezialisiert sich Gallagher Wealth Management auf die Betreuung von Bundesangestellten und Militärangehörigen. Zum Team gehören der US-Armee-Veteran James Horris, Brandon Hsia, Leslie Weigand und weiteres Supportpersonal. Der Wechsel zu LPL wurde durch den Wunsch nach mehr Autonomie, verbesserten technologischen Möglichkeiten und operativer Effizienz motiviert.
LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute mit 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen und betreut rund 7 Millionen Amerikaner.
- Addition of $180 million in assets under management from Gallagher Wealth Management
- Strategic expansion in federal employee and military client segment
- Demonstrates continued success in recruiting established advisory practices
- Further strengthens LPL's position as one of the fastest-growing wealth management firms in the U.S.
- None.
SAN DIEGO, July 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Kevin Gallagher, AIF®, of Gallagher Wealth Management has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately
Located north of Washington D.C. in Brookeville, Md., Gallagher started in the wealth management industry as a floor trader in 1997 following a career in the U.S. Marines. Now, with nearly two decades of financial industry experience, Gallagher has established a reputation as an advisor who takes an individualized approach to wealth management, offering clients — who are mostly former or current federal employees or members of the military — a personalized and collaborative experience.
“We believe that an advisor’s role is to provide sage advice to their clients,” Gallagher said. “At our practice, we take a collective approach to fostering a deep understanding of our clients’ unique circumstances, motivations and fiscal goals and then educating them on the most appropriate strategies to help them work towards their long- and short-term goals.”
Looking for more autonomy, flexibility and a more robust technology platform, the Gallagher Wealth Management team, which includes fellow advisors U.S. Army veteran James Horris, AIF®, CEPA®, Brandon Hsia, Leslie Weigand and their support staff, turned to LPL.
“LPL’s culture, industry reputation and integrated and streamlined technology were exactly what we were looking for in our pursuit to provide an elevated client experience and take our business to the next level,” Gallagher said. “Everything LPL offers — including the fact that they are self-clearing — will make it easier for us to run our business more efficiently and spend more time with our clients.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Kevin and the rest of the Gallagher Wealth Management team to LPL and congratulate them on this next phase of their business. As a leading wealth management firm, LPL is committed to delivering innovative technology and comprehensive business solutions that help advisors differentiate their practices and increase value for their clients. We look forward to supporting Gallagher Wealth Management 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
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. Gallagher Wealth Management and LPL Financial are separate entities.
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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