Former UBS Financial Adviser Joins LPL’s Employee Adviser Channel
Financial adviser Christopher Ketchen, CRPS, has joined LPL Financial’s employee adviser channel, Linsco by LPL Financial, to launch Katama Wealth Partners. He reported serving approximately $315 million in advisory, brokerage, and retirement plan assets and joins LPL from UBS.
Based in Boston, Mass., Ketchen began his career in 1994 in the retirement plan sector before expanding his scope to comprehensive wealth management. Today, Ketchen dedicates his knowledge and experience working with families and corporate retirement plans. He is joined by Courtney Poole, senior client associate.
“Our mission is to help clients work toward their personal goals and objectives in a manner they are truly comfortable with,” Ketchen said. “We take great care to build sound financial plans that help clients navigate all of life’s changes, from health and employment to relocation or divorce.”
Looking to operate with greater autonomy and evolve his business, Ketchen said he turned to LPL.
“I’ve always wanted to be an entrepreneur and build something of my own,” said Ketchen. “As I’ve grown in my career, it became clear that I needed more independence to operate on my own terms and incorporate my values more into the business. LPL provides the ideal platform, size and scale for me to do that, offering robust technology capabilities and resources that allow me to focus on what’s most important: my clients.”
With Linsco, advisers have access to LPL’s wealth management platform and resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant, and other resources that allow advisers to focus on their clients.
“Linsco was designed for people like me who appreciate the added layer of personalized support,” Ketchen said. “My clients will benefit from my singular focus to simply take care of them, and I’m sure they’ll also appreciate the more streamlined processes. I look forward to all the new opportunities ahead.”
The move to LPL also provides Ketchen with more flexibility to work with outside services, such as legal professionals and certified public accountants. He also looks forward to collaborating with other Linsco advisers in the Boston office and hopes to soon welcome other like-minded advisers to his practice.
“We welcome Chris to the Linsco community. LPL provides strategic support and innovative resources designed to help advisers build thriving businesses and deliver differentiated client experiences,” said Scott Posner, LPL’s executive vice president, business development.
Earlier this year, LPL welcomed another to the Linsco employee adviser channel: John Somerville of Somerville Wealth Management. He reported serving roughly $280 million in assets and operates out of Santa Barbara, Calif.
LPL Financial Holdings Inc. supports more than 28,000 financial advisers and the wealth management practices of 1,200 financial institutions. Headquartered in San Diego, its total advisory and brokerage assets totaled approximately $1.8 trillion as of Dec. 19, 2024.
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