LPL Financial Welcomes PCC Wealth Partners
LPL Financial (LPLA) has announced that financial advisors Duane Dollar and Phillip Owens have joined LPL Financial's platforms to launch PCC Wealth Partners. The team, previously with Ameriprise, manages approximately $315 million in advisory, brokerage and retirement plan assets. Based in The Woodlands near Houston, the advisors have nearly 50 years of combined industry experience and focus on clients nearing or in retirement.
The firm's name PCC stands for "principles, care and comprehensive approach," reflecting their integrated client service model. The move to LPL was driven by their desire for greater independence, flexibility, and growth opportunities. LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with about $1.8 trillion in brokerage and advisory assets under management.
LPL Financial (LPLA) ha annunciato che i consulenti finanziari Duane Dollar e Phillip Owens si sono uniti alle piattaforme di LPL Financial per avviare PCC Wealth Partners. Il team, precedentemente con Ameriprise, gestisce circa 315 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici. Con sede a The Woodlands, vicino a Houston, i consulenti vantano quasi 50 anni di esperienza combinata nel settore e si concentrano su clienti prossimi o in pensione.
Il nome della società PCC rappresenta "principi, cura e approccio completo", riflettendo il loro modello integrato di servizio al cliente. Il passaggio a LPL è stato motivato dal desiderio di maggiore indipendenza, flessibilità e opportunità di crescita. LPL Financial supporta attualmente oltre 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con circa 1,8 trilioni di dollari in asset di intermediazione e consulenza sotto gestione.
LPL Financial (LPLA) ha anunciado que los asesores financieros Duane Dollar y Phillip Owens se han unido a las plataformas de LPL Financial para lanzar PCC Wealth Partners. El equipo, anteriormente con Ameriprise, administra aproximadamente 315 millones de dólares en activos de asesoría, corretaje y planes de retiro. Con sede en The Woodlands, cerca de Houston, los asesores cuentan con casi 50 años de experiencia combinada en la industria y se enfocan en clientes próximos o en retiro.
El nombre de la firma PCC significa "principios, cuidado y enfoque integral", reflejando su modelo integrado de servicio al cliente. El cambio a LPL fue impulsado por su deseo de mayor independencia, flexibilidad y oportunidades de crecimiento. LPL Financial actualmente apoya a más de 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con cerca de 1.8 billones de dólares en activos de corretaje y asesoría bajo administración.
LPL Financial (LPLA)는 금융 자문가 Duane Dollar와 Phillip Owens가 LPL Financial의 플랫폼에 합류하여 PCC Wealth Partners를 출범시켰다고 발표했습니다. 이전에는 Ameriprise에 소속되어 있던 이 팀은 약 3억 1,500만 달러 규모의 자문, 중개 및 은퇴 계획 자산을 관리하고 있습니다. 휴스턴 인근 The Woodlands에 본사를 둔 이 자문가들은 합산 약 50년의 업계 경험을 보유하고 있으며, 은퇴를 앞두거나 은퇴 중인 고객을 주로 대상으로 합니다.
회사명 PCC는 "원칙, 배려 및 포괄적 접근"을 의미하며, 통합된 고객 서비스 모델을 반영합니다. LPL로의 이동은 더 큰 독립성, 유연성 및 성장 기회를 추구하는 데서 비롯되었습니다. LPL Financial은 현재 29,000명 이상의 금융 자문가와 약 1,200개의 금융 기관을 지원하며, 약 1.8조 달러 규모의 중개 및 자문 자산을 관리하고 있습니다.
LPL Financial (LPLA) a annoncé que les conseillers financiers Duane Dollar et Phillip Owens ont rejoint les plateformes de LPL Financial pour lancer PCC Wealth Partners. L'équipe, précédemment chez Ameriprise, gère environ 315 millions de dollars d'actifs en conseil, courtage et plans de retraite. Basés à The Woodlands, près de Houston, les conseillers cumulent près de 50 ans d'expérience dans le secteur et se concentrent sur des clients proches ou en retraite.
Le nom de la société PCC signifie "principes, soin et approche globale", reflétant leur modèle intégré de service client. Leur passage à LPL a été motivé par leur souhait d'une plus grande indépendance, flexibilité et opportunités de croissance. LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 200 institutions financières, avec environ 1,8 trillion de dollars d'actifs en courtage et conseil sous gestion.
LPL Financial (LPLA) hat bekannt gegeben, dass die Finanzberater Duane Dollar und Phillip Owens den Plattformen von LPL Financial beigetreten sind, um PCC Wealth Partners zu gründen. Das Team, zuvor bei Ameriprise, verwaltet etwa 315 Millionen US-Dollar an Beratungs-, Brokerage- und Rentenplanvermögen. Mit Sitz in The Woodlands nahe Houston verfügen die Berater über fast 50 Jahre kombinierte Branchenerfahrung und konzentrieren sich auf Kunden, die sich dem Ruhestand nähern oder bereits im Ruhestand sind.
Der Name der Firma PCC steht für „Prinzipien, Fürsorge und einen umfassenden Ansatz“ und spiegelt ihr integriertes Kundenservicemodell wider. Der Wechsel zu LPL wurde durch den Wunsch nach größerer Unabhängigkeit, Flexibilität und Wachstumschancen motiviert. LPL Financial unterstützt derzeit über 29.000 Finanzberater und etwa 1.200 Finanzinstitute mit rund 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen unter Verwaltung.
- Team brings $315 million in managed assets to LPL platform
- Addition of experienced advisors with 50 years combined experience strengthens LPL's presence in Houston area
- Demonstrates LPL's continued ability to attract established advisory teams from competitors
- None.
SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Duane Dollar, CFP®, ChFC®, CASL®, and Phillip Owens, MBA, CFP®, CRPC™, RICP®, APMA™, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch PCC Wealth Partners. The team reported serving approximately
Based just outside of Houston in The Woodlands, Dollar and Owens have built a reputation for delivering customized investment strategies and an elevated client experience since teaming up in 2016. With nearly 50 years of combined industry experience, the pair take a holistic approach to helping their clients — most of whom are nearing or in retirement — plan for the next phase of their fiscal futures. The firm’s name is an acronym for “principles, care and comprehensive approach,” which the team uses as a guidepost to provide a truly integrated experience for their clients.
“When meeting with new clients, we are usually asked the same question: ‘Do we have enough to do what we want in life?’ As financial advisors, our job is to help answer that question,” Dollar said. “We do that by taking the time to really understand our clients’ unique goals. We also provide them with a financial education so they can take an active role in the process of putting together a tailored plan."
Looking for more freedom, flexibility and a new partner to help them grow their practice, Dollar and Owens turned to LPL Financial.
“We have found LPL to be the most professional and upright firm in this business, and our transition team is incredible. I have never felt more equipped to join any firm than I am right now,” Dollar said. “When I turned 40, I asked myself where I wanted to be when I turned 50, and I knew the answer included ownership, autonomy and flexibility. Making this move to LPL was the right choice for our business and our clients.”
Owens added, “This industry is changing faster than ever before, and I see this move to LPL as my greatest opportunity to regain my independence and to get back to the reasons I got into the financial industry in the first place — entrepreneurship and the ability to help my clients safeguard their fiscal futures.”
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Duane and Phillip and congratulate them on the move to independence. With more freedom and flexibility, financial advisors who choose LPL can work more effectively, run thriving practices and create value for their clients. We look forward to supporting PCC Wealth Partners 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
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. PCC Wealth Partners 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 as reported to LPL
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