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COMBS, JUDGE: In this breach of contract and tort action Lamkin Wealth Management, LLC, a financial services firm, and Mark Lampkin, the firm’s founder and a financial advisor, appeal the summary judgment of the Jefferson Circuit Court entered on January 30, 2023, in favor of Rod Brooks, a financial advisor formerly affiliated with Lamkin ...
- Lamkin Wealth Management, LLC et al v. LPL Financial, LLC
Use the links below to access additional information about...
- Lamkin Wealth Management, LLC et al v. LPL Financial, LLC
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.
A A. 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.
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.
8 mar 2024 · Use the links below to access additional information about this case on the US Court's PACER system. A subscription to PACER is required. Access this case on the Kentucky Western District Court's Electronic Court Filings (ECF) System
12 mar 2024 · Case #: 3:24-cv-00168 Nature of Suit: 360 Torts - Personal Injury - Other Personal Injury: Cause: 28:1441 Petition for Removal
3 lis 2023 · In this breach of contract and tort action Lamkin Wealth Management, LLC, a financial services firm, and Mark Lampkin, the firm's founder and a financial advisor, appeal the summary judgment of the Jefferson Circuit Court entered on January 30, 2023, in favor of...
