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LPL Financial Welcomes Trio of Independent Texas Advisors

Globe Newswire24/09/202608:55 ET
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SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jon Burnett, Dan Fowler and Chad Carlile have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. Together, the advisors reported serving approximately $430 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James.

Based throughout the Texas Panhandle and West Texas, Burnett Financial Services, Fowler Investment Services and Carlile Investment Services serve a diverse client base that includes farmers, ranchers, oil and gas professionals, business owners and multigenerational families. While each practice operates independently, the advisors have worked together for more than 14 years and share a collaborative approach to serving clients.

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