LPL Financial Welcomes Six New Financial Advisors to its Platform
SAN DIEGO, CA – March 12, 2025
LPL Financial LLC, a leading retail broker-dealer and registered investment advisor (RIA) firm, announced today the addition of six new financial advisors to its platform, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors, James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, collectively manage approximately $475 million in advisory, brokerage, and retirement assets.
New Additions to LPL Financial
James Larsen, a Certified Financial Planner™ professional with over 15 years of industry experience, previously worked at Wells Fargo Advisors. He brings a wealth of knowledge in comprehensive financial planning, retirement planning, and investment management to LPL Financial.
Lucas Decker, CFP®, joins LPL Financial with over a decade of experience in the financial services industry. Prior to this, he was an advisor at Edward Jones. Decker specializes in retirement planning, tax planning, and investment management.
Kevin Lewis, CFP®, CEPA®, brings over 15 years of experience in the financial services industry to LPL Financial. He previously worked at Edward Jones and specializes in business succession planning, retirement planning, and investment management.
Seth Miller, CFP®, CEPA®, has over 10 years of experience in the financial services industry. He joins LPL Financial from Edward Jones and specializes in comprehensive financial planning, retirement planning, and investment management.
Impact on Individual Investors
The addition of these experienced financial advisors to LPL Financial can have a positive impact on individual investors. With the collective expertise in various areas of financial planning and investment management, the advisors can provide tailored solutions to help clients achieve their financial goals. The advisors’ transition to LPL Financial also implies a commitment to utilizing the latest technology and resources to enhance the client experience.
Impact on the Financial Industry
The financial industry as a whole may see the following effects from LPL Financial’s latest additions:
- Heightened competition: With the arrival of experienced advisors, LPL Financial may intensify competition in the financial services sector, especially in areas where the new advisors excel, such as retirement planning and tax planning.
- Innovation: The new advisors’ expertise and fresh perspectives can lead to new and innovative financial solutions and services for clients.
- Technological advancement: LPL Financial’s commitment to using the latest technology to support its advisors can lead to advancements in digital tools and resources for both advisors and clients.
Conclusion
The addition of six experienced financial advisors to LPL Financial’s platform, aligned with Carnegie Private Wealth, demonstrates the firm’s commitment to attracting top talent and providing clients with exceptional financial guidance. The impact on individual investors includes access to expert advice and innovative solutions, while the financial industry can expect increased competition, innovation, and technological advancements as a result of this move.
*This figure is based on previous assets under management reported by the advisors and is subject to change.
