LPL is adding a solo financial advisor with $200 million in AUM as it opens a new Southern California office.
Tyler B. Powell of Santa Barbara, Calif., has joined Linsco by LPL Financial, LPL’s employee advisor channel, launching Powell Wealth Management. Powell was formerly affiliated with Stifel.
“We have an investment philosophy created exclusively for high-net-worth clients with complex needs,” said Powell in released comments. “We individually customize strategies covering each aspect of their financial needs, with a bespoke approach, delivered by a select group of top-notch specialists. Our comprehensive and holistic wealth management services include sophisticated asset management strategies, advanced estate planning, trust services, tax planning, lending, financial planning, insurance and more.”
Powell said that his firm joined LPL for the support it offers in practice management and operations, as well as its estate, business and tax planning specialists.
Powell Wealth Management primarily serves business owners, executives and multigenerational wealth families.