Buell Wealth Management has joined LPL Financial's broker-dealer and Registered Investment Advisor platform. The team, which reported serving approximately $370 million in advisory, brokerage and retirement plan assets, moves from Buell Securities Corporation. Led by CEO Chris Berris, the five-advisor group has 187 years of combined experience and serves clients across 21 states. LPL Chief Growth Officer Marc Cohen welcomed the team, highlighting their century-long legacy and commitment to personalized guidance.
LPL Financial Holdings IncLPL gains $370M in assets and a five-advisor team, expanding its platform.