Financial advisor Brian Lubel has affiliated his independent practice, Cypress Point Wealth Partners, with LPL Financial’s Independent Advisor Network. Lubel reported serving approximately $175 million in advisory, brokerage and retirement plan assets and joins LPL from MML Investors Services. He chose LPL to strengthen his existing independence while gaining integrated support, citing the firm’s scale, technology and capabilities in areas like AI and practice management. LPL Chief Growth Officer Marc Cohen welcomed Lubel, noting his planning-focused, client-centered approach aligns with LPL’s purpose.
LPL Financial Holdings IncLPL gains a $175M advisor, expanding its network and assets under administration.
MML loses an advisor with $175M in assets to LPL.