LPL Financial said Thursday it had recruited two former Edward Jones veteran financial advisors, Todd Rosel and Larry D. Smith, with $310 million in client assets.
Based in Lexington, Tennessee, the pair will combine their practices to form a new firm, Integrity Wealth Advisor Group. The team includes staffers Sheree Brown and Paige Griggs.
Both Rosel and Smith moved their securities registration and licenses to LPL last month; Rosel had worked at Edward Jones since 2007 and Smith since 2011.
An Edward Jones spokesperson declined to comment.
"Everything we do revolves around helping people organize their wealth, make smart financial decisions and work toward their goals," Rosel said in a statement.
LPL works with more than 21,000 financial advisors and brokers across its various service models.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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