LPL Financial Holdings Inc. has announced that Kevin Gallagher of Gallagher Wealth Management has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms. Gallagher, who manages approximately $180 million in assets, comes from Lincoln Investment. His team, including advisors James Horris, Brandon Hsia, and Leslie Weigand, is seeking greater autonomy and advanced technology through LPL. Gallagher is known for his individualized approach to wealth management, catering primarily to former or current federal employees and military members.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9498152-en) on July 22, 2025, and is solely responsible for the information contained therein.