DealsNov 3, 2026, 08:56 AM
LPL Financial Adds Contour Wealth Management With $390M In Assets
AI Summary
LPL Financial LLC has welcomed Joe Borgese and his practice, Contour Wealth Management, LLC, to its broker-dealer and RIA platforms. Contour Wealth Management, LLC, based in Boyertown, Pennsylvania, previously managed approximately $390 million in assets and joins LPL from Cetera. The firm cited LPL's technology, operational support, and advisor-focused service model, along with the potential for cost efficiencies for clients, as key factors in their decision. LPL Financial highlighted Contour Wealth Management's deeply personal practice built around continuity and comprehensive planning.
Key Highlights
- LPL Financial LLC announced that financial advisor Joe Borgese of Contour Wealth Management, LLC has joined LPL's platforms.
- Contour Wealth Management, LLC previously managed approximately $390 million in assets.
- Joe Borgese joins LPL Financial from Cetera.
- Contour Wealth Management, LLC cited LPL's technology, operational support, and advisor-focused service model as reasons for the move.
- Joe Borgese also noted the opportunity to create cost efficiencies for clients as an important consideration.
Price Impact
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