LPL acquires Crown Capital Securities
Other - JULY 26, 2023

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LPL acquires Crown Capital Securities

by Released

LPL Financial LLC has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, a full-service broker-dealer and registered investment adviser (RIA) headquartered in Orange County, Calif.

Established in 1999, Crown supports approximately 260 financial advisers, who serve approximately $6.5 billion of advisory and brokerage assets.

“Through this agreement, Crown advisers will maintain the independence and freedom to innovate, which they have valued at Crown, while enjoying access to LPL’s industry-leading technology and integrated adviser platform,” said Jonathan French, president, Crown Capital.

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