LPL Financial Welcomes Mai Park Capital to Linsco Channel
LPL Financial (NASDAQ: LPLA) has announced that financial advisor Mai Park has joined their employee advisor channel, Linsco by LPL Financial, partnering with Pence Wealth Management to launch Mai Park Capital. Park, who transitions from Merrill Lynch, brings approximately $330 million in advisory, brokerage and retirement plan assets under management.
Based in Newport Beach, California, Park has over 20 years of industry experience, specializing in estate planning, investment management, retirement planning, tax planning, and wealth management. The move to LPL's Linsco model provides Park with independence in client relationship management while accessing LPL's integrated wealth management platform 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 (NASDAQ: LPLA) ha annunciato che la consulente finanziaria Mai Park si è unita al loro canale di consulenti dipendenti, Linsco by LPL Financial, collaborando con Pence Wealth Management per lanciare Mai Park Capital. Park, che proviene da Merrill Lynch, porta con sé circa 330 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici sotto gestione.
Con sede a Newport Beach, California, Park vanta oltre 20 anni di esperienza nel settore, specializzandosi in pianificazione patrimoniale, gestione degli investimenti, pianificazione pensionistica, fiscale e gestione della ricchezza. Il passaggio al modello Linsco di LPL offre a Park indipendenza nella gestione delle relazioni con i clienti, pur avendo accesso alla piattaforma integrata di gestione patrimoniale e alle risorse aziendali di LPL.
LPL Financial supporta attualmente 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 (NASDAQ: LPLA) ha anunciado que la asesora financiera Mai Park se ha unido a su canal de asesores empleados, Linsco by LPL Financial, asociándose con Pence Wealth Management para lanzar Mai Park Capital. Park, que proviene de Merrill Lynch, aporta aproximadamente 330 millones de dólares en activos de asesoría, corretaje y planes de jubilación bajo su gestión.
Con sede en Newport Beach, California, Park cuenta con más de 20 años de experiencia en la industria, especializándose en planificación patrimonial, gestión de inversiones, planificación de jubilación, planificación fiscal y gestión de patrimonio. El cambio al modelo Linsco de LPL le brinda independencia en la gestión de relaciones con clientes, al tiempo que accede a la plataforma integrada de gestión patrimonial y recursos empresariales de LPL.
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 (NASDAQ: LPLA)는 금융 자문가 Mai Park이 직원 자문 채널인 Linsco by LPL Financial에 합류하여 Pence Wealth Management와 협력해 Mai Park Capital을 출범시켰다고 발표했습니다. Merrill Lynch에서 이직한 Park는 약 3억 3천만 달러 규모의 자문, 중개 및 퇴직 계획 자산을 관리하고 있습니다.
캘리포니아 뉴포트 비치에 기반을 둔 Park는 20년 이상의 업계 경험을 보유하고 있으며, 부동산 계획, 투자 관리, 은퇴 계획, 세금 계획 및 자산 관리를 전문으로 합니다. LPL의 Linsco 모델로 전환함으로써 Park는 고객 관계 관리를 독립적으로 수행하면서도 LPL의 통합 자산 관리 플랫폼과 비즈니스 자원에 접근할 수 있게 되었습니다.
LPL Financial은 현재 29,000명 이상의 금융 자문가와 약 1,200개의 금융 기관을 지원하며, 약 1.8조 달러 규모의 중개 및 자문 자산을 약 700만 미국인에게 관리하고 있습니다.
LPL Financial (NASDAQ : LPLA) a annoncé que la conseillère financière Mai Park a rejoint leur canal de conseillers salariés, Linsco by LPL Financial, en partenariat avec Pence Wealth Management pour lancer Mai Park Capital. Park, qui arrive de Merrill Lynch, apporte environ 330 millions de dollars d'actifs en gestion de conseil, courtage et plans de retraite.
Basée à Newport Beach, en Californie, Park possède plus de 20 ans d'expérience dans le secteur, spécialisée en planification successorale, gestion des investissements, planification de la retraite, planification fiscale et gestion de patrimoine. Le passage au modèle Linsco de LPL offre à Park une indépendance dans la gestion des relations clients tout en ayant accès à la plateforme intégrée de gestion de patrimoine et aux ressources commerciales de LPL.
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 en courtage et conseil pour environ 7 millions d'Américains.
LPL Financial (NASDAQ: LPLA) hat bekannt gegeben, dass die Finanzberaterin Mai Park ihrem Angestelltenberater-Kanal Linsco by LPL Financial beigetreten ist und sich mit Pence Wealth Management zusammengeschlossen hat, um Mai Park Capital zu gründen. Park, die von Merrill Lynch wechselt, bringt etwa 330 Millionen US-Dollar an verwalteten Vermögenswerten in Beratung, Brokerage und Altersvorsorge mit.
Mit Sitz in Newport Beach, Kalifornien, verfügt Park über mehr als 20 Jahre Branchenerfahrung und ist spezialisiert auf Nachlassplanung, Investmentmanagement, Altersvorsorgeplanung, Steuerplanung und Vermögensverwaltung. Der Wechsel zum Linsco-Modell von LPL ermöglicht Park Unabhängigkeit im Kundenbeziehungsmanagement, während sie Zugang zur integrierten Vermögensverwaltungsplattform und den Geschäftsressourcen von LPL hat.
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.
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SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately
Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high school science teacher. With more than 20 years of industry experience, Park focuses on estate planning, investment management, retirement planning, tax planning and wealth management, taking a holistic and comprehensive approach with the goal of fostering meaningful, multi-generational relationships.
“Every client's financial journey is unique, shaped by their individual values, goals and circumstances,” Park said. “That's why I believe in taking a personalized approach to working with my clients, one that prioritizes active listening, empathy and experience. Then together, we create a customized roadmap for their financial journey, providing a clear direction, milestones and accountabilities.”
Why Mai Park made the move to Linsco by LPL
Looking to better serve her clients with enhanced technology and broader offerings, Park chose to move to LPL Financial and join the team at Pence Wealth Management. She 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 practices, 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.
“LPL has the size, scale and reputation that will allow me to serve my clients with a boutique-level of service while offering the freedom and flexibility to build my practice on my terms,” Park said. “Aligning with LPL and Pence Wealth Management offers me the ability to focus on my core strength — delivering an exceptional client experience.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Mai to the Linsco community and congratulate her and the Pence Wealth Management team on the launch of Mai Park Capital. At LPL, we recognize what it takes to launch and operate a thriving business and are committed to investing in streamlined and integrated business solutions designed to help advisors spend more time with their clients and differentiate their practices. We look forward to supporting Mai Park Capital 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 1,200 financial institutions, servicing and custodying approximately
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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.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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