LPL Financial and Private Advisor Group Invite Broadway Graham Wealth Partners
CHARLOTTE, N.C., June 08, 2020 (WORLD NEWSWIRE)– LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today revealed that three monetary consultants who collaborated to form Broadway Graham Wealth Partners have joined LPL Financial’s broker-dealer and hybrid registered investment advisor (RIA) platforms, lining up with the Personal Consultant Group (PAG), one of LPL’s large providers of supervisory obligations and one of the fastest growing RIAs in the nation. The Broadway Graham company’s consultants reported having collectively served around $370 million in brokerage and advisory properties *. They sign up with from Wells Fargo Clearing Solutions.
Financial consultants Shane Adkins CFP, Zach Bromley and Jay Cole introduced the Springfield, Ill. -based independent practice to offer a comprehensive, collective and holistic method to their client base. Each consultant brings special skills; Bromley concentrates on financial investment management and relationship building, Adkins has a monetary preparation background and Cole’s focus is corporate retirement plans. The team also consists of operations support from Kelly Behl and Rachel Carter.
The desire for more self-reliance and control over their business resulted in their transfer to Private Advisor Group and LPL Financial. “The liberty to do what’s best for our customers, combined with access to both brokerage and RIA, is huge,” stated Bromley. “We have a client-first culture, and our clients look to us as their partner. We are thrilled about the chance to mold our office as we desire and to be able to use the methods and items that suit our clients’ needs.”
” We have actually been impressed with the people and procedures at Personal Advisor Group. They’ve made us feel right in your home and comfortable. Coming from a wirehouse world, a lot is new to us. They have actually offered assistance and motivation every action of the method,” said Adkins. “Also, LPL’s senior management team has actually steered the business towards terrific success, evidenced by the firm’s monetary strength, and we are thrilled to partner with an industry leader. Plus, we now believe we have access to some of the most innovative, best-in-class technology that will produce workplace performances and improve our client’s experience.”