PartnershipJun 24, 2026, 08:56 AM
LPL Financial Welcomes Tribute Financial with $500M+ Assets
AI Summary
LPL Financial announced that Tribute Financial, a firm led by Kevin Daniels, has joined its broker-dealer and Registered Investment Advisor (RIA) platform. Tribute Financial, previously with United Planners Financial Services, brings over $500 million in advisory, brokerage, and retirement plan assets. The move enhances LPL's network by adding a family-oriented practice based in Missouri and Connecticut, drawn to LPL's advanced technology and comprehensive support.
Key Highlights
- Tribute Financial joined LPL Financial's broker-dealer and RIA platform.
- Tribute Financial reported serving over $500 million in advisory, brokerage, and retirement plan assets.
- The team, led by Kevin Daniels, joins LPL from United Planners Financial Services.
- Tribute Financial operates across offices in Missouri and Connecticut.
- LPL Financial supports over 32,000 financial advisors.
- LPL services and custodies approximately $2.3 trillion in brokerage and advisory assets.
Price Impact
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