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National Planning affiliates join LPL Financial


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National Planning affiliates join LPL Financial

LPL Financial LLC announced the names of select National Planning Holdings Inc. firms that chose to join LPL.

Joining the company are Warren, N.J.-based Beacon Financial Group, Fargo, N.D.-based Choice Financial Group, Glastonbury, Conn.-based Gateway Financial Partners, Loveland, Colo.-based Guaranty Bank & Trust of Colorado, St. Louis-based Horseman Group, Greenwood Village, Colo.-based Keri Pugh Production Group and Bismarck, N.D.-based Planningteam Financial Advisors. These firms served $500 million to $999 million in respective client assets.

As announced previously, those joining LPL and serving more than $1 billion in respective client assets are Red Wing, Minn.-based Discovery Financial Centers, Inc., Santa Rosa, Calif.-based The Planners Network, Costa Mesa, Calif.-based Trilogy Financial and Lake Forest, Calif.-based Zuk Financial Group.

National Planning Holdings Inc. assets were bought by LPL in August.