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Mark Lamkin. @lamkinwealth ‧. ‧. 18 subscribers ‧ 55 videos. At Lamkin Wealth Management, our mission involves guiding you to make the right financial decisions for your financial future. We...
Mark T. Lamkin, CFP®, MBA, is founder and CEO of Lamkin Wealth Management. He adheres to an Advance & Protect process that provides tactical investment strategies in today's volatile markets.
12 mar 2024 · LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight.
Mark Lamkin says everything had gone well for years while his independent firm managed roughly $450 million through an affiliation with LPL Financial. Then came his discovery that a pair of his associates were placing clients in allegedly unsuitable private investments.
15 mar 2024 · Lamkin Wealth’s client assets under management cratered to zero from more than $451 million the day after the advisors quit the firm “as a result of the actions of LPL,” according to the suit.
13 mar 2024 · Lamkin, through plaintiff firms Lamkin Wealth Management and Louisville Wealth Management (collectively, LWM), alleges that after a dispute with LPL that sent him seeking a new broker-dealer, LPL conspired with three LWM employees to take their clients.
14 mar 2024 · Mark Lamkin says everything had gone well for years while his independent firm managed roughly $450 million through an affiliation with LPL Financial. Then came his discovery that a pair of...
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