LPL Financial Welcomes Ingham Retirement Group to its Broker-Dealer and RIA Custodial Platforms

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Advisory Team Brings Approximately 50 Professionals and $1.5 Billion in Client Assets to LPL Financial

LPL Financial LLC – the nation’s largest independent broker-dealer,* a leading RIA custodian and wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) – today announced that Ingham Retirement Group has moved to the LPL Financial broker-dealer platform and added the LPL Financial RIA custodial platform as part of its continued multi-custodial approach. Ingham is a national, independent, full-service retirement-plan consulting, and investment advisory, firm, with a total of approximately $1 billion in assets under management.

Ingham specializes in delivering customized retirement plans for complex business situations, to provide strategies that address the needs of high-net-worth business owners, professional partners, as well as their employees. Founded in 1972, Ingham has grown to become one of the Southeast’s largest retirement plan consulting firms, providing fiduciary services since 1991. Its team of approximately 50 qualified and certified professionals includes 12 financial advisors.

Kenneth Ingham, President and Chief Executive Officer, said, “We are extremely enthusiastic about joining the LPL Financial broker-dealer and RIA custodial platforms. Their extensive technological, research and support capabilities provide tremendous operational efficiencies.”

Mr. Ingham continued, “Additionally, we believe that the networking and best-practices learning opportunities that come from an affiliation with LPL Financial are enormously valuable. As a leader in the independent advisory space, with its deep understanding of retirement plan advisors and sponsors, and with its other specialties in areas such as high-net-worth services, LPL Financial really understands our particular needs.”

Bill Morrissey, Executive Vice President of Business Development at LPL Financial, said, “We are delighted to welcome such a large and successful retirement plan-focused organization as Ingham Retirement Group to the LPL Financial broker-dealer and RIA custodial platforms. Over the years, Ingham has steadily built itself into a multifaceted industry leader and we are pleased to provide our partnership and support to expand their areas of expertise.”

About Ingham Retirement Group
Based in Miami, Florida, Ingham Retirement Group is a national, independent, full service retirement plan consulting, investment advisory, fiduciary, firm, with over $1 billion under management. Ingham’s goal is to deliver plans that offer maximum benefits to sponsors while helping participants make decisions that will allow to them to pursue their retirement goals. Ingham has provided installation, and termination services for more than 7,600 benefit plans in 40 states. Ingham is also a member of the Alliance Benefit Group, LLC, a national network of independently owned retirement plan consulting; investment advisory, health and welfare consulting; and benefits administration firms.

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit

Securities offered through LPL Financial. Member FINRA/SIPC.

Investment advisory services offered through Ingham Retirement Group, a Registered Investment Advisor and separate entity from LPL Financial.

*Based on total revenues, Financial Planning magazine, June 1996-2012

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Matthew Griffes / Joseph Kuo
Haven Tower Group LLC
(206) 402 5853 or (206) 420 3851
mgriffes(at)haventower(dot)com or jkuo(at)haventower(dot)com

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