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Paxel Financial Consulting joins LPL Financial to leverage technology and expand growth.

Company Fundamentals
06 Aug 2026
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Bullish
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Paxel Financial Consulting, led by Chin Po, CPA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor platform, bringing approximately $300 million in assets under management. The move aims to enhance client service through LPL’s technology, flexibility, and broad investment solutions while maintaining Paxel’s independent, personalized financial and estate planning approach. This partnership supports Paxel’s growth and ability to serve clients with complex financial needs, including immigration and cross-border issues. LPL Financial highlights this as part of its strategy to support advisors delivering comprehensive, integrated financial advice.

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