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FUNDRAISING NEWS | October 22, 2024

LPL Adds $210M Louisville (KY) Advisor

Tags: Personnel, Financial Advisor Move

LPL Financial announced that it has added a veteran advisor from Louisville, KY, with approximately $210M in advisory, brokerage, and retirement plan assets.

William “Bill” Fenwick joins LPL following an 18-year period with regional brokerage firm First Kentucky Securities, where he was part owner and founding member. Fenwick has launched his independent practice Fenwick Financial in his transition to LPL and is expected to be joined by his son, William “Trey” Fenwick, in the coming months. 

To date, LPL said it houses a network of over 23,000 across approximately 1,580 institutions and RIAs nationwide. 

View the press release here. 

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