LPL Financial Adds Tribute Financial’s $500M Asset Team
LPLA•LPL Financial added Tribute Financial’s advisors, who manage over $500 million in assets, onto its broker-dealer and RIA platform. Based in Missouri and Connecticut, Kevin Daniels’s team joins from United Planners to leverage LPL’s advanced technology and support.
1. LPL Financial Onboards Tribute Financial Team
LPL Financial has welcomed the financial advisors of Tribute Financial onto its broker-dealer and RIA platform. The team, led by Kevin Daniels, brings over $500 million in advisory, brokerage and retirement plan assets from Missouri and Connecticut.
2. Team Background and Leadership
Tribute Financial’s practice focuses on multigenerational clients and is guided by integrity, transparency and a disciplined review process. CEO Kevin Daniels transitioned from electrical engineering to wealth management, bringing analytical rigor to financial planning.
3. Strategic and Technological Benefits
The advisors joined LPL from United Planners Financial Services to access its advanced technology, support and resources. LPL’s platform supports more than 32,000 advisors and manages $2.3 trillion in assets, positioning Tribute Financial for future growth.
