Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial
CHARLOTTE, N.C., Aug. 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Holbrook, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial , to launch Coastline Wealth Advisory of LPL Financial.
- CHARLOTTE, N.C., Aug. 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matthew Holbrook, CFP®, has joined LPL’s employee advisor channel, Linsco by LPL Financial , to launch Coastline Wealth Advisory of LPL Financial.
- He reported having served approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from UnionBanc Investment Services, which is part of U.S. Bank.
- Looking for more autonomy and flexibility, Holbrook spent more than a year researching firms before selecting Linsco by LPL Financial as this best fit for his business.
- With the move, he becomes the first advisor in a new Linsco office in Irvine, Calif.
“By joining LPL Financial, I am working with a firm that puts the advisor first and offers the support, technology and investment solutions necessary to run a premier practice,” Holbrook said.