LPL Financial’s Strategic Wealth unit adds WestKai Private Wealth with $400 million in assets - LPLA News | RalliesLPL Financial’s Strategic Wealth unit adds WestKai Private Wealth with $400 million in assets
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LPLA• WestKai joins LPL Strategic Wealth platform
- LPL Financial Holdings Inc.’s LPL Financial unit added WestKai Private Wealth to its LPL Strategic Wealth supported-independence platform.
- WestKai, led by Don A. Harrell, reported about $400 million in advisory, brokerage, and retirement plan assets; the team joined from Morgan Stanley.
- The move expands LPL Strategic Wealth’s advisor roster, offering integrated support and technology aimed at accelerating practice transitions.
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