trending Market Intelligence /marketintelligence/en/news-insights/trending/4U-9q1nM-SmnIr35vaojEA2 content esgSubNav
In This List

Herbert Financial Group joins LPL Financial

Blog

Banking Essentials Newsletter: January 11th Edition

Blog

Banking Essentials Newsletter December 21st Edition

Blog

The Road to Basel IV: Navigating the challenge facing European banks

Blog

Basel Framework- Utilizing data to analyze the capital position of European banks.


Herbert Financial Group joins LPL Financial

Herbert Financial Group joined LPL Financial LLC's broker/dealer and corporate registered investment adviser platforms.

The Auburn Hills, Mich.-based advisory firm was founded by wealth manager Timothy Herbert and also includes partner advisers Scott Torosian and Kara Herbert. The company's advisers manage about $500 million in brokerage and advisory assets, based on prior business and representing assets that would have been custodied at LPL Financial rather than third-party custodians.

Herbert Financial Group was previously with Centaurus Financial Inc. The company's primary clients are automotive executives and retirees.