Integrations
Services
Company
FUNDRAISING NEWS | November 06, 2024
LPL Financial announced that San Diego-based advisor Michael Bernier has joined its Linsco employee advisor channel and formed GWC Financial Advisors.
Bernier joins LPL from Canter Wealth, where he served as a senior wealth advisor serving approximately $165M in client assets. He brings over 20 years of experience in wealth management, with earlier stints at Pure Financial Advisors and Financial Designs Ltd.
Bernier is the latest addition to LPL’s California footprint, where it most recently added the $650M RIA Apex Wealth Advisors in September, as previously reported by Dakota.
Written By: Dakota
August 16, 2024
March 21, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy