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LPL Financial Adds LegacyCoast Private Wealth Team From UBS

By Public Technologies
  • LPL Financial expanded its Strategic Wealth network with the addition of LegacyCoast Private Wealth, launched by Brett Mower and Timothy Gallagher.
  • The Haddonfield, New Jersey-based team joins from UBS with approximately $480 million in assets.
  • The affiliation provides technology and dedicated business support to help the independent practice expand client services.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief on November 12, 2026, and is solely responsible for the information contained therein.

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