LPL Financial announced that financial advisor Daniel Zacharias has joined its broker-dealer and RIA platform, aligned with Decorum Wealth Management, an existing LPL Strategic Wealth firm. Zacharias reported serving approximately $250 million in advisory, brokerage and retirement plan assets and joins from UBS Financial Services. He brings nearly 20 years of industry experience and chose LPL and Decorum for greater independence with the support of an established Strategic Wealth firm. Brian Gudgel, partner at Decorum Wealth Management, and Marc Cohen, chief growth officer at LPL Financial, both expressed enthusiasm for the addition.
LPL Financial Holdings IncLPL Financial gains a $250M advisor from UBS, expanding its platform assets.
Decorum Wealth Management adds a $250M advisor, growing its AUM.