Core Insights - LPL Financial LLC has welcomed financial advisors Joe Young and Ryne Stokes to its employee advisor channel, Linsco by LPL Financial, where they will launch Servant Path Wealth Partners, managing approximately $400 million in advisory, brokerage, and retirement plan assets [1][10] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately 1.7 trillion dollars in brokerage and advisory assets for around 6 million Americans [8] Advisor Background - Joe Young has two decades of industry experience, while Ryne Stokes entered the financial services field in 2014, having previously worked at a bank and the Social Security Administration. They formed a faith-based practice in 2018, offering a comprehensive suite of financial planning services [2][3] Motivations for Transition - The advisors moved to LPL Financial seeking greater autonomy, business flexibility, and access to enhanced resources. They were particularly attracted to the Linsco model, which emphasizes independence and the ability to manage client relationships on their own terms [4][5] Strategic Goals - Young and Stokes aim to simplify financial planning for their clients, allowing them to focus on personal and community priorities, guided by their Christian faith and Biblical principles [3][5] LPL's Commitment - LPL's Executive Vice President, Scott Posner, expressed the firm's commitment to providing innovative capabilities and strategic resources to help advisors build thriving practices, indicating a focus on flexibility and growth in the advisory industry [6]
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel