LPL Financial adds advisor managing $240 million in assets

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LPL Welcomes Schott Financial Management

May 28, 2026 8:55 AM EDT

SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Schott, MBA, has joined LPL Financials broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment.

Based in Prescott, Ariz., Steve Schott is the owner and CEO of... More