PartnershipJul 7, 2026, 08:51 AM
LPL Financial gains $170M in assets with Haskin Private Wealth
AI Summary
LPL Financial LLC announced that financial advisors Doug Haskin and Jenny Haskin have launched Haskin Private Wealth Advisors, an independent practice, through affiliation with LPL Financial's Independent Advisor Network. The husband-and-wife team, previously with Wells Fargo, oversees approximately $170 million in advisory, brokerage, and retirement plan assets. Based in Sacramento, Calif., the new firm aims to provide personalized financial planning and has expanded its team with Michael Graham.
Key Highlights
- Doug and Jenny Haskin launched Haskin Private Wealth Advisors.
- The new practice affiliated with LPL Financial's Independent Advisor Network.
- They oversee approximately $170 million in advisory, brokerage, and retirement plan assets.
- The advisors joined LPL Financial from Wells Fargo.
- Haskin Private Wealth Advisors added Michael Graham as a Registered Administrative Associate.
- LPL Financial supports over 32,000 financial advisors.
- LPL services approximately $2.3 trillion in brokerage and advisory assets.
Price Impact
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