Marc Cohen & LPL Financial
11 shared events · Importance 3 · Last updated Jun 16, 2026
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Business
Marc Cohen: Marc Cohen, Chief Growth Officer at LPL Financial, welcomed Spectrum Wealth Strategies to the firm, emphasizing the alignment of their approaches.
LPL Financial: LPL Financial gains a team of financial advisors and approximately $1.5 billion in assets, expanding its wealth management services and market presence.
Jun 16, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, Chief Growth Officer at LPL Financial, welcomes the WestKai Private Wealth team, highlighting LPL's support for advisor entrepreneurship.
LPL Financial: LPL Financial gains a $400 million advisory team, strengthening its Strategic Wealth platform and reinforcing its position as a leading wealth management firm.
Aug 05, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, LPL's chief growth officer, welcomed the Paxel team, highlighting the firm's commitment to supporting advisor growth.
LPL Financial: LPL Financial gains a new advisor team with approximately $300 million in assets, strengthening its platform and supporting its growth strategy. The addition is a routine but positive development for the firm.
Aug 06, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, Chief Growth Officer at LPL Financial, welcomes Fortress Financial Planning, highlighting the alignment of their client-first approach with LPL's mission.
LPL Financial: LPL Financial gains new financial advisors and approximately $150 million in assets, expanding its wealth management business.
Jun 15, 2026 · 7 articles
Business
Marc Cohen: Marc Cohen, chief growth officer at LPL Financial, expressed pride in welcoming Mariner Wealth Advisors, highlighting LPL Financial's strategic growth through such affiliations.
LPL Financial: LPL Financial announced the launch of Mariner Wealth Advisors, an independent practice supported by its affiliated firm, Good Life Companies. This expands LPL Financial's network of financial advisors and increases its serviced assets.
Jun 25, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, as chief growth officer, publicly welcomed Logsdon, highlighting LPL's recruitment success.
LPL Financial: LPL Financial gains a veteran advisor with $380M in assets, strengthening its platform and advisor network.
Jul 07, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, chief growth officer at LPL Financial, welcomes HighWater Wealth and praises their practice.
LPL Financial: LPL Financial gains $2.4 billion in advisory assets from HighWater Wealth, strengthening its platform and demonstrating its ability to attract large teams from competitors.
Jul 14, 2026 · 7 articles
Business
Marc Cohen: Marc Cohen, as LPL's Chief Growth Officer, publicly welcomed the new team, reflecting his role in business development.
LPL Financial: LPL Financial gains $370 million in assets under administration and expands its advisor network, reinforcing its position as a leading wealth management platform.
Jul 15, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, Chief Growth Officer at LPL Financial, expressed satisfaction in welcoming Stephen Schott and Tetragon Financial Management to LPL Financial.
LPL Financial: LPL Financial gains a new financial advisor, Stephen Schott, and his firm, Tetragon Financial Management, adding approximately $240 million in assets to its platform. This expands LPL Financial's network and asset base.
May 28, 2026 · 6 articles
Business
Marc Cohen: Marc Cohen, as LPL's Chief Growth Officer, welcomed the new advisor.
LPL Financial: LPL Financial gains an advisor with $175M in assets, supporting its growth strategy.
Jul 08, 2026 · 6 articles
Business
Marc Cohen: Cohen, as LPL's chief growth officer, publicly welcomes Feutz, reflecting LPL's advisor recruitment efforts.
LPL Financial: LPL Financial gains an advisor with $725M in assets, reinforcing its platform's appeal. The move is positive but minor for the firm.
Jul 16, 2026 · 6 articles
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