Workflow
LPL Financial Welcomes Johns Creek Financial
LPLALPL Financial(LPLA) GlobeNewswire·2025-01-22 13:55

Key Points Summary Advisors Joining LPL Financial - Financial advisors Brian J McGill II CFP® and Michael R Hyser CFP® have joined LPL Financial’s broker-dealer RIA and custodial platforms [1] - The advisors reported serving approximately 385millioninadvisorybrokerageandretirementplanassets[1]−TheypreviouslyworkedatKestrabeforejoiningLPLFinancial[1]BackgroundofJohnsCreekFinancial−JohnsCreekFinancialisbasedinAlpharettaGaandwasinitiallyfoundedin2002[2]−HyserandMcGillmergedtheirpracticesin2019[2]−Theadvisorsspecializeininvestmentservicestaxstrategiesretirementandestateplanningforhigh−net−worthfamiliescorporateexecutivesandbusinessowners[2]−TheyaresupportedbywealthmanagementassistantsStacieAlexanderandAlexisGriffin[2]Advisors’ApproachandDecisiontoJoinLPL−Theadvisorsofferholisticplanningandcustomizedportfoliostailoredtoclients’needsrisktoleranceandtimelines[3]−TheyjoinedLPLFinancialtoelevatetheirbusinessandenhanceexperiencesfortheirteamandclients[3]−LPL’sbreadthofservicesadvancedtechnologysolutionsandinvestmentmanagementplatformwerekeyfactorsintheirdecision[4]−TheadvisorsaimtoleverageLPL’srobustresourcecapabilitiesandhigh−net−worthservicestoaddresscomplexmatters[4]LPLFinancial’sPositionandSupport−LPLFinancialisamongthefastest−growingwealthmanagementfirmsintheUSsupportingover28000financialadvisorsandapproximately1200financialinstitutions[6]−Thefirmservicesandcustodiesapproximately385 million in advisory brokerage and retirement plan assets [1] - They previously worked at Kestra before joining LPL Financial [1] Background of Johns Creek Financial - Johns Creek Financial is based in Alpharetta Ga and was initially founded in 2002 [2] - Hyser and McGill merged their practices in 2019 [2] - The advisors specialize in investment services tax strategies retirement and estate planning for high-net-worth families corporate executives and business owners [2] - They are supported by wealth management assistants Stacie Alexander and Alexis Griffin [2] Advisors’ Approach and Decision to Join LPL - The advisors offer holistic planning and customized portfolios tailored to clients’ needs risk tolerance and timelines [3] - They joined LPL Financial to elevate their business and enhance experiences for their team and clients [3] - LPL’s breadth of services advanced technology solutions and investment management platform were key factors in their decision [4] - The advisors aim to leverage LPL’s robust resource capabilities and high-net-worth services to address complex matters [4] LPL Financial’s Position and Support - LPL Financial is among the fastest-growing wealth management firms in the US supporting over 28000 financial advisors and approximately 1200 financial institutions [6] - The firm services and custodies approximately 18 trillion in brokerage and advisory assets on behalf of 6 million Americans [6] - LPL provides a wide range of advisor affiliation models investment solutions fintech tools and practice management services [6] - Scott Posner LPL Executive Vice President Business Development expressed support for the advisors and their growth objectives [4] Additional Information - LPL Financial Holdings Inc is listed on Nasdaq under the ticker LPLA [6] - The firm’s services are offered through LPL Financial a registered investment advisor and broker-dealer member FINRA/SIPC [7] - Johns Creek Financial and LPL are separate entities [7]