LPL Financial : Hugh Lau Launches Practice with LPL Strategic Wealth Services
January 13, 2022 at 09:01 am EST
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CHARLOTTE, N.C. - Jan. 13, 2022 -LPL Financial LLC today announced that financial advisor Hugh Lau, CIMA® has launched a new independent practice, Lau Financial Group, through affiliation with LPL Strategic Wealth Services, which is designed to support the unique needs of breakaway advisors. Lau reported to LPL that he serves approximately $750 million in advisory, brokerage and retirement plan assets.* He joins LPL from D.A. Davidson.
The Lau family has deep roots in their community, with a rich history of entrepreneurship that dates back to the 1860s when H.P. Lau emigrated to America and founded a grocery business in the heart of Lincoln, Neb. For five generations, the family has held a presence in the community, with Hugh Lau beginning his financial services career in 2000.
With support from Branch Operations Manager JoAnn Kreitman, LPL registered assistant, Lau's goal is to provide clients with tailored investment strategies designed to help them grow and preserve long-term wealth. "Our practice was created with the mission of assisting clients with building multi-generational wealth for their children and grandchildren," Lau said. "We live by the motto, 'Take care of the client and the rest will take care of itself.' Everything we do is to help our clients feel more secure, calm, confident and comfortable with their financial situation. We communicate with them frequently, educate them and follow through."
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LPL Financial Holdings Inc. published this content on 13 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 13 January 2022 14:00:01 UTC.
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, the Company offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.