LPL Financial Welcomes Auctus Legacy Private Wealth Management

SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) --  LPL Financial LLC announced today that financial advisors Alain Verhille, CFP, CPFA, and James S. Wood have joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth Management. The advisors reported serving approximately $705 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.

Based in Oklahoma City, Okla., Senior Vice President, Wealth Management Advisor Verhille and Managing Director, Wealth Management Advisor Wood are longtime business partners with more than 50 years of collective industry experience. The advisors serve a primarily high-net-worth clientele, focusing on comprehensive planning that seeks to optimize wealth and reduce risk for multi-generational families. They are joined by licensed Certified Senior Advisors Erikka Moore and Kathy Isernhagen.

“Our firm brings the right expertise, experience and clarity to the table to find paths forward for clients,” Verhille said. “We’re helping extraordinary people stay extraordinary.”

Having worked with each other for decades, the advisors have developed a deep friendship, understanding of each other’s strengths and preferences, and leverage their bond to connect more deeply with their clients.

“We are like a family, and our relationship with each other doesn’t stop at 5 p.m. on Friday,” said Wood. “We understand the value of building genuine relationships, knowing one another and what’s important to clients. I believe our clients feel like we give them a very good opportunity to have a path to succeed in their goals.”

Why LPL Financial

Looking for the right blend of independence and support to create their ideal boutique practice, Verhille and Wood turned to LPL Private Wealth Management.

Tailored to the needs of high-net-worth-focused advisors, LPL Private Wealth is an independent employee advisor affiliation model featuring a comprehensive array of services and support to enhance client service delivery and business growth while upholding the tenets of independence. LPL Private Wealth advisors enjoy the benefits of industry-leading payouts, client ownership and business autonomy while gaining access to enhanced service, expanded capabilities and an exclusive high-net-worth advisor community. LPL has developed focused resources including advanced estate and philanthropic planning, income tax strategy, trustee services, alternative investments platform, banking and lending solutions, and complex life insurance planning as well as a curated network of third-party specialists.