Kip Adams and his five-person team have switched affiliations to LPL Financial from Kestra Financial. The team manages $800 million, which includes retirement, advisory and brokerage assets.
The group, based in Fort Worth, Texas, serve as the retirement and private wealth leaders for Gus Bates Insurance & Investments, a division of Hub International Texas.
Adams has 15 years of experience and had been affiliated with Kestra since 2007, according to his BrokerCheck record.
The team includes advisers Blake Hiett and Spencer Stilwell, senior account manager Susan Blassingame and two additional staff members.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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