LPL Financial: Kelly Compton joins LPL’s broker-dealer, RIA, custodial platforms

LPL Financial announced that financial advisor Kelly Compton has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. He reported having served approximately $150 million in advisory and retirement plan assets and joins LPL after owning his RIA, WCM Wealth Management, which custodied with Schwab Advisor Services. Based in San Antonio, Compton has always had an entrepreneurial spirit and a love of helping others. He started his career in the hospitality industry as a partner for a restaurant enterprise, where he sharpened his finance, planning and business skillsets. All the while, he was fascinated by the world of investments and trading.