Business UpdateJun 30, 2026, 08:56 AM
LPL Financial Welcomes Wayne McCormick, $340M in Assets
AI Summary
LPL Financial LLC announced that financial advisor Wayne McCormick, CFP®, CHFC®, has joined Linsco by LPL Financial to launch McCormick Private Wealth. McCormick reported serving approximately $340 million in advisory, brokerage, and retirement plan assets, joining LPL from Steward Partners. The Manchester, N.H.-based team, which also includes Michelle Lauder and Bo Denniston, focuses on planning-first advice for individuals and families, particularly those approaching or in retirement.
Key Highlights
- Financial advisor Wayne McCormick joined Linsco by LPL Financial.
- McCormick launched McCormick Private Wealth, based in Manchester, N.H.
- He reported serving approximately $340 million in advisory, brokerage, and retirement plan assets.
- McCormick joins LPL from Steward Partners.
- The McCormick Private Wealth team includes Michelle Lauder, CFP®, and Bo Denniston.
- Wayne McCormick brings 30 years of financial services experience.
Price Impact
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