READ NOWH1 2026, State of Advisor Movement

Winthrop & Co.
Press Releases
Press ReleaseFiled April 1, 20231 min read

Timothy Grogan Joins LPL Financial in Woburn, Massachusetts

Massachusetts financial advisor Timothy Grogan has joined LPL Financial, the nation's largest independent broker-dealer, continuing his independent practice from Woburn.

Filed by Winthrop & Co.

WOBURN, MAWinthrop & Co. is proud to formally announce that Timothy Grogan has joined LPL Financial, the nation's largest independent broker-dealer, continuing his practice from Woburn and serving clients across the North Shore and greater Boston.

Tim has spent his career in the independent channel, most recently affiliated with Royal Alliance in Peabody, where he built a planning-centered practice serving families and individuals across the region. Joining LPL pairs that practice with the scale of the largest independent platform in the country: broader investment architecture, deep technology investment, and the resources that come with supporting more advisors than any other firm in the industry.

Tim reached out to Winthrop & Co. to confidentially evaluate his options across the independent landscape, and after weighing the platforms available to a practice like his, chose LPL. Winthrop & Co. worked with him from that first conversation through his first day, and as with every placement, the process was run quietly, on his timeline, and at no cost to him.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.

Filed

April 1, 2023

More press releases

Quietly considering a move?

Public announcements come last. The conversation comes first, in full confidence.