LPL Financial (LPLA) announced that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, Michael Kazmer, Brett Goldberg and Wesley Wong of Townsgate Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. They reported serving approximately $1.15 billion in advisory, brokerage and retirement assets and join LPL from Wells Fargo Advisors Financial Network. Based in Westlake Village, Calif., Townsgate Wealth Management was founded in 2016 and has since grown to an ensemble practice that serves primarily high-net-worth individuals, families and business owners. Complementing each other’s strengths, the advisors focus on several areas of investing, including in-depth portfolio management, fixed-income analysis and retirement planning, while partnering with CPAs and attorneys to create deeply personalized strategies for each client. They are supported by administrative assistants Sarah Levi-Sickman, Joni Melickian and Claire Trentacosta.
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