Tribute Financial Advisors Join LPL Financial Platform

GlobeNewswire··Read original
2▲1 ▼0Impact / 5
Summary · why it matters

LPL Financial announced that the financial advisors of Tribute Financial have joined its broker-dealer and Registered Investment Advisor platform. Led by president and CEO Kevin Daniels, the team reported serving over $500 million in advisory, brokerage and retirement plan assets and joins LPL from United Planners Financial Services. The practice, based in Missouri and Connecticut, chose LPL for its advanced technology and comprehensive support to enhance client service. LPL Financial supports more than 32,000 financial advisors and approximately 1,100 financial institutions, with about $2.3 trillion in brokerage and advisory assets.

Impact on assets 1

Digital Finance & Tokenization▲ · 1 stocks

Off-coverage companies 2

United Planners Financial ServicesPrivate▼ Negative
Competitionrelevance

United Planners loses a team managing $500M in assets to LPL.

Tribute FinancialPrivate± Mixed
relevance

© 2026 MarketIVNews