Business
LPL Financial Welcomes Integrity Wealth Advisor Group
CHARLOTTE, N.C., June 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Todd Rosel, AAMS, and Larry D. Smith have joined
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"CHARLOTTE, N.C., June 08, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Todd Rosel, AAMS, and Larry D. Smith have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $310 million in advisory, brokerage and retirement plan assets*, and join LPL from Edward Jones. With the move, the longtime friends will combine their individual practices to form a new independent firm, Integrity Wealth Advisor Group. Based in Lexington, Tenn., the team also includes client service associates Sheree Brown and Paige Griggs. “As a firm, we have the client—and only the client—in mind,” Rosel said. “Everything we do revolves around helping people organize their wealth, make smart financial decisions and work toward their goals. That might mean helping make sure their assets generate income through retirement years or passing assets to the next generation in the most efficient manner.” Smith added, “We are passionate about serving others and providing a high level of service. We understand not one strategy fits everyone, which is why each client gets our undivided attention from personalized planning to education to follow-up.” That commitment to excellence drove the team to LPL Financial, an industry leader committed to providing innovative technology solutions and differentiated service experiences designed to help advisors thrive. “With LPL, we now have access to more cutting-edge tools and robust resources, as well as a larger investment platform that will allow us to serve clients at a higher level,” Rosel said. “We’re also excited about the integrated capabilities that will help us gain efficiencies in our practice.” Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome Todd, Larry and their team to the LPL community and are honored to be a chosen partner in their journey to elevate their practice and add more value to their clients. We understand what advisors need to run a successful firm, and we are committed to investing in innovative capabilities and resources necessary to help them achieve that success. We look forward to a long-lasting relationship with Integrity Wealth Advisor Group.” RelatedAdvisors, find an LPL business development representative near you. About LPL FinancialLPL Financial Holdings, Inc. (Nasdaq: ...