Linsco by LPL Financial Adds Another SoCal Adviser, Formerly With Merrill
To better serve her clients with cutting-edge technology and expanded offerings, Mai Park, CPWA, has announced her move to Linsco by LPL Financial, aligning with the existing team at Pence Wealth Management to launch Mai Park Capital. Formerly at Merrill Lynch, she reported serving approximately $330 million in advisory, brokerage, and retirement plan assets.
Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high school science teacher. With more than 20 years of industry experience, Park focuses on estate planning, investment management, retirement planning, tax planning and wealth management, taking a holistic and comprehensive approach with the goal of fostering meaningful, multi-generational relationships.
“Every client’s financial journey is unique, shaped by their individual values, goals, and circumstances,” Park said. “That’s why I believe in taking a personalized approach to working with my clients, one that prioritizes active listening, empathy, and experience. Then together, we create a customized roadmap for their financial journey, providing a clear direction, milestones, and accountabilities.”
Park became the second SoCal adviser to join Linsco by LPL Financial in just a matter of days. Just this week, LPL announced that Colin Beamish, CFP, joined Linsco to launch Beamish Wealth Management of LPL Financial. He reported serving approximately $445 million in assets and came from City National Securities Inc., a subsidiary of RBC.
Park said she was drawn to the Linsco model, which serves financial advisers seeking the core tenets of independence, including owning their client relationships. With Linsco, advisers have access to LPL’s integrated wealth management platform, business resources, an experienced branch management team, and a marketing consultant.
“LPL has the size, scale and reputation that will allow me to serve my clients with a boutique-level of service while offering the freedom and flexibility to build my practice on my terms,” Park said. “Aligning with LPL and Pence Wealth Management offers me the ability to focus on my core strength – delivering an exceptional client experience.”
“We welcome Mai to the Linsco community and congratulate her and the Pence Wealth Management team on the launch of Mai Park Capital. At LPL, we recognize what it takes to launch and operate a thriving business and are committed to investing in streamlined and integrated business solutions designed to help advisers spend more time with their clients and differentiate their practices,” said Scott Posner, managing director of business development at LPL.
An $850 million, 10-adviser team from Beacon Financial also 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 in May and came 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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