Financial Adviser With $445M in Assets Joins Linsco by LPL Financial
Financial adviser Colin Beamish, CFP, has joined LPL’s employee adviser channel, Linsco by LPL Financial, to launch Beamish Wealth Management of LPL Financial. He reported serving approximately $445 million in advisory, brokerage, and retirement plan assets and joins LPL from City National Securities Inc., a subsidiary of RBC.
Based in San Diego, Beamish transitioned to financial services in 2006 from the sports industry. Now with more than 19 years of industry experience, Beamish takes a holistic approach to helping his clients plan for their fiscal futures.
“Fiscal education is important to me, and I believe in taking the time to help clients understand the wealth management process,” Beamish said. “Then I partner with my clients to put together a financial plan they are truly comfortable with and work with them every step of the way to help them work toward both their long- and short-term financial goals.”
Looking for more autonomy and enhanced technology, Beamish turned to LPL for the next chapter of his business. He was drawn to the Linsco model, which serves financial advisers – like Servant Path Wealth Partners in Columbus, Ga., and Somerville Wealth Management in Santa Barbara, Calif. – seeking the core tenets of independence, including owning their client relationships.
With Linsco, the firm noted that advisers have access to its integrated wealth management platform and business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant, and other resources.
“After doing my due diligence, it was clear that LPL was the right partner to help me take my business to the next level,” Beamish said. “My clients trust me to make the best decisions regarding their finances, and they deserve the best products and services available in the marketplace.”
Scott Posner, managing director of business development at LPL said: “We welcome Colin to the Linsco community. With LPL’s support, more advisers are recognizing the importance of freedom and flexibility as they seek ways to differentiate themselves and enhance the client experience. We look forward to partnering with Beamish Wealth Management for years to come.”
Earlier this month, an $850 million, 10-adviser team from Beacon Financial joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisers. The team joined from Cetera.
As of March 31, 2025, LPL supported more than 29,000 financial advisers that served $1.8 trillion in total advisory and brokerage assets.
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