LPL adds long-time Advisor Group advisor with $220 million

LPL adds long-time Advisor Group advisor with $220 million
Michelle Brennan Hall had been registered at FSC Securities since 1989.
MAY 10, 2023

LPL Financial said Wednesday morning it had recruited veteran financial advisor Michelle Brennan Hall, who reportedly worked with $220 million in advisory, brokerage and retirement plan assets at her former broker-dealer, FSC Securities Corp., which is part of the Advisor Group network.

Her firm, Brennan Wealth Advisors, is based in Frisco, Texas, which is part of the Dallas-Fort Worth Metro area.

Brennan Hall was registered with FSC Securities since 1989, according to her BrokerCheck report, and joined LPL last week.

"We believe wealth goes beyond financial assets," Brennan Hall said in a statement. "The wealth creators really want to pass on more than just money to the next generations."

Brennan Hall founded her firm in 2010. The team includes her husband, Jeff Hall, the director of operations; Mary Kloesel, the director of portfolio operations; Brennan Hall's son Cameron Hall, a financial analyst; and two staffers.

Advisor Group announced last month that it will merge its eight affiliated broker-dealers under a single, yet-to-be-named brand in a process that will take two years.

Why companies that maximize human capital see higher stock prices

Latest News

Trump teleprompter operator placed on unpaid leave amid probe into alleged Kalshi bets
Trump teleprompter operator placed on unpaid leave amid probe into alleged Kalshi bets

“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.

GPB, the priest and a get out of jail card
GPB, the priest and a get out of jail card

Just how much does it cost for a financial advice exec to stay out of prison?

St. Louis pension fund sues FS/KKR advisor over alleged excessive fees
St. Louis pension fund sues FS/KKR advisor over alleged excessive fees

The advisor both prices FSK's private loans and gets paid on those prices, the suit claims

SEC moves to make electronic delivery the default for investor disclosures
SEC moves to make electronic delivery the default for investor disclosures

The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.

Trump accounts could encompass every US family, 70 million children, says IRS chief
Trump accounts could encompass every US family, 70 million children, says IRS chief

The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income