James Crosson RECOGNIZED AS A DISTINGUISHED
FINANCIAL ADVISOR BY LPL FINANCIAL
Middletown, Rhode Island — October 1, 2026 – James Crosson, a financial advisor at LPL Financial in Middletown, has earned a place among LPL Financial’s Ascent Club Program for 2026 — a distinction reserved for advisors who set the standard for excellence in their financial practice.*
In today’s dynamic environment, Americans need more than advice — they need a collaborative partner who understands their goals and can help turn plans into progress. Crosson delivers valuable expertise every day, serving clients across the United States with comprehensive wealth management services, including investment management and retirement planning.
“Being named to LPL’s Ascent Club is about where we’re headed: a future-ready practice that pairs deep planning expertise with new capabilities to support our clients,” said Crosson. “This year we reimagined core workflows and planning to personalize guidance at scale.”
“On behalf of the entire LPL team, I’m proud to celebrate James for this outstanding achievement,” said Peter Vincent, executive vice president and head of client success for LPL’s advisor channels. “Jim continues to raise the bar, empowering clients to pursue their aspirations and driving meaningful impact in the East Coast area and throughout the United States.”
Crosson has partnered with LPL Financial — one of the fastest-growing firms in wealth management— for 20 years. Through LPL, advisors gain access to advanced tools, resources and support designed to streamline operations, allowing them to focus on what matters most: building relationships and delivering personalized financial advice.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.
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*Achievement is based on 2025 calendar year production among LPL financial professionals.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.