Gerber Kawasaki Wealth & Investment management will now use LPL’s broker-dealer and hybrid RIA platforms.
The Santa Monica, Calif.-based group focuses on wealth management for established families and individuals, as well as wealth building for a younger generation of investors. It was founded in 2010 by Ross Gerber and Danilo Kawasaki and now includes 19 affiliated financial advisors.
“We are delighted to welcome Gerber Kawasaki to LPL Financial,” said Bill Morrissey (left), executive vice president of business development at LPL Financial, in a statement. “This rapidly growing young firm is on the cutting edge of the financial advice industry, and we are proud they have chosen LPL Financial as the most effective partner to help them achieve their strategic growth objectives.”