Business UpdateJul 8, 2026, 08:56 AM
LPL Financial Welcomes Brian Lubel, Adding $175M in Assets
AI Summary
LPL Financial announced that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with its LPL Independent Advisor Network. Lubel, who previously served clients through MML Investors Services, brings approximately $175 million in advisory, brokerage, and retirement plan assets to LPL. His practice, Cypress Point Wealth Partners, focuses on planning-centric, relationship-driven financial guidance for business owners and professionals.
Key Highlights
- Financial advisor Brian Lubel affiliated with LPL Financial's Independent Advisor Network.
- Lubel brings approximately $175 million in advisory, brokerage, and retirement plan assets.
- He joins LPL from MML Investors Services, a subsidiary of MassMutual.
- Lubel's practice, Cypress Point Wealth Partners, is based outside Orlando, Florida.
- LPL Financial supports over 32,000 financial advisors and $2.3 trillion in assets.
Price Impact
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