LPL Financial adds Lakewood Wealth Management advisory team
The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets.
GetSignal LPL Financial Holdings Inc. LPLA
LPL Financial LLC said on September 30, 2026, that financial advisors Harrison Kennard, Charles Dobben and Justin Pandy of Lakewood Wealth Management have joined its broker-dealer and Registered Investment Advisor platforms from Cambridge.
Key facts
- Date announced
- September 30, 2026
- Team assets
- Approximately $170 million
- Previous firm
- Cambridge
Source: The company's release on GlobeNewswire, September 30, 2026.
Written by GetSignal with AI from the company's press release.
Not investment advice.
