LPL Financial Welcomes Lighthouse Private Wealth
LPL Financial (NASDAQ:LPLA) has announced that advisors DJ Totland and Christopher Meyer, along with Rob Tendler and the Harbor Lights Financial Group team, have formed Lighthouse Private Wealth, joining LPL's broker-dealer and RIA platform. The team transitions from RBC, bringing approximately $1.1 billion in managed assets.
Based in Red Bank, New Jersey, the team brings 90 years of combined experience and specializes in serving high-net-worth individuals, small business owners, and families. The move to LPL was driven by their desire for improved technology capabilities and greater business autonomy.
LPL Financial (NASDAQ:LPLA) ha annunciato che i consulenti DJ Totland e Christopher Meyer, insieme a Rob Tendler e al team Harbor Lights Financial Group, hanno formato Lighthouse Private Wealth, entrando nella piattaforma di broker-dealer e RIA di LPL. Il team passa da RBC, portando circa $1.1 miliardi in attività gestite.
Con sede a Red Bank, nel New Jersey, il team porta 90 anni di esperienza combinata e si specializza nell’assistenza a individui ad alto patrimonio, piccoli imprenditori e famiglie. Il trasferimento a LPL è stato guidato dal desiderio di migliori capacità tecnologiche e maggiore autonomia aziendale.
LPL Financial (NASDAQ:LPLA) ha anunciado que los asesores DJ Totland y Christopher Meyer, junto con Rob Tendler y el equipo Harbor Lights Financial Group, han formado Lighthouse Private Wealth, uniéndose a la plataforma de broker-dealer y RIA de LPL. El equipo pasa desde RBC, aportando aproximadamente $1.1 mil millones en activos gestionados.
Con sede en Red Bank, Nueva Jersey, el equipo aporta 90 años de experiencia combinada y se especializa en servir a individuos de alto patrimonio, pequeños empresarios y familias. La mudanza a LPL fue impulsada por su deseo de mejorar las capacidades tecnológicas y obtener una mayor autonomía comercial.
LPL Financial (NASDAQ:LPLA)은 DJ Totland 및 Christopher Meyer 컨설턴트와 Rob Tendler, Harbor Lights Financial Group 팀이 Lighthouse Private Wealth를 설립했고 LPL의 브로커-딜러 및 RIA 플랫폼에 합류했다고 발표했습니다. 이 팀은 RBC에서 이전하며 약 11억 달러의 관리 자산를 가져옵니다.
뉴저지주 레드 뱅크에 본사를 둔 이 팀은 총 90년의 경력을 보유하고 있으며 고순자산가, 중소기업 소유주 및 가족을 대상으로 서비스를 제공합니다. 기술 역량 향상과 더 큰 비즈니스 자율성에 대한 열망이 LPL로의 이전을 이끌었습니다.
LPL Financial (NASDAQ:LPLA) a annoncé que les conseillers DJ Totland et Christopher Meyer, ainsi que Rob Tendler et l’équipe Harbor Lights Financial Group, ont formé Lighthouse Private Wealth, rejoignant la plateforme de broker-dealer et RIA de LPL. L’équipe passe de RBC et apporte environ 11 milliards de dollars d’actifs gérés.
Basée à Red Bank, dans le New Jersey, l’équipe compte 90 ans d’expérience combinée et se spécialise dans l’accompagnement des particuliers fortunés, des petits entrepreneurs et des familles. Le déménagement vers LPL a été motivé par le besoin de meilleures capacités technologiques et d’une plus grande autonomie commerciale.
LPL Financial ( NASDAQ:LPLA ) hat bekannt gegeben, dass die Berater DJ Totland und Christopher Meyer, zusammen mit Rob Tendler und dem Harbor Lights Financial Group-Team, Lighthouse Private Wealth gegründet haben und in die Broker-Dealer- und RIA-Plattform von LPL eingetreten sind. Das Team wechselt von RBC und bringt ca. 11 Milliarden US-Dollar verwaltete Vermögenswerte mit.
Mit Sitz in Red Bank, New Jersey, verfügt das Team über 90 Jahre combined Erfahrung und spezialisiert sich auf vermögende Privatpersonen, Kleingewerbetreibende und Familien. Der Umzug zu LPL wurde durch den Wunsch nach verbesserten technologischen Fähigkeiten und größerer geschäftlicher Autonomie getrieben.
LPL Financial (NASDAQ:LPLA) قد أعلنت أن المستشارين DJ Totland و Christopher Meyer، جنبًا إلى جنب مع Rob Tendler وفريق Harbor Lights Financial Group، قد شكلوا Lighthouse Private Wealth، منضمين إلى منصة الوساطة والميانة المالية (RIA) لدى LPL. ينتقل الفريق من RBC، ويحضر معه حوالي 11 مليار دولار من الأصول المُدارة.
يقع مقر الفريق في Red Bank، نيو جيرسي، ويمتلك 90 عامًا من الخبرة المجمّعة ويتخصص في خدمة الأفراد ذوي الثروة العالية، ومالكي الشركات الصغيرة، والعائلات. كان الانتقال إلى LPL مدفوعًا بالرغبة في تحسين القدرات التكنولوجية وتحقيق استقلالية أكبر للأعمال.
LPL Financial (NASDAQ:LPLA)宣布，顾问 DJ Totland 与 Christopher Meyer，以及 Rob Tendler 和 Harbor Lights Financial Group 团队，成立 Lighthouse Private Wealth，加入 LPL 的经纪自营商与RIA 平台。该团队自 RBC 转入，带来大约 11亿美元的管理资产。
该团队总部位于新泽西州 Red Bank，合计拥有 90 年的丰富经验，专注为高净值个人、小型企业主及家庭提供服务。转投 LPL 的原因是希望获得更强的技术能力和更高的业务自主权。
- Team brings substantial $1.1 billion in advisory, brokerage and retirement plan assets to LPL
- Addition strengthens LPL's presence in the metropolitan New York area
- Expands LPL's network of experienced advisors with 90 years combined experience
- None.
SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the Harbor Lights Financial Group team – an existing firm supporting LPL-affiliated advisors - have come together to form Lighthouse Private Wealth. The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately
Located in Red Bank, New Jersey, within the metropolitan New York area, Totland, Meyer and Tendler have 90 years of combined experience and have worked together for 20 years. They serve a range of clients, including high-net-worth individuals, small business owners and families. Their practice uses a holistic approach that involves all aspects of their clients’ financial matters.
“Chris and I are a very high-touch and service-oriented pair. We act as fiduciaries to our clients and we are proud that we have achieved the CFP® designation,” said Totland. “We collaborate on all client meetings and work in tandem. This gives us a 10,000-foot view of things that are going on in our business. Having two minds approach issues is our differentiator as we can complement each other.”
Why Lighthouse Private Wealth Chose LPL
Looking for improved technology and autonomy, Lighthouse Private Wealth turned to LPL to start their new chapter.
“We are excited about being able to customize and use specific technology in an ‘a la carte’ fashion. LPL is one of the biggest players in this area now and has shown that they are among the best. Also, after always working for a wirehouse or regional broker-dealer, we wanted to become our own bosses. The most important thing to us was being our own business owners and being able to run a business the way we want to run it,” said Meyer.
Scott Posner, managing director of business development, said, “LPL extends a warm welcome to the team and congratulates them on the launch of Lighthouse Private Wealth. At LPL, we understand that advisors are looking for sophisticated capabilities and the autonomy to build and grow their practice according to their unique vision. We look forward to supporting DJ, Chris, Rob and their vision 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 over 29,000 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. Lighthouse Private Wealth 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.
Media Contact:
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