LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group

Core Insights - Coastal Wealth Management Group has joined Financial Resources Group Investment Services, which supports LPL-affiliated advisors, managing approximately $175 million in advisory, brokerage, and retirement plan assets [1][9] - The team is based in Ocean Springs, Mississippi, and focuses on serving business owners, pre-retirees, retirees, and aims to advise clients in the music industry and college athletes [2][4] Company Transition - The decision to move to LPL was driven by the desire to enhance service offerings, increase client capacity, and utilize a more robust technology platform after a thorough due diligence process [4][5] - Positive feedback from approximately 30 advisors and assistants regarding their experiences with LPL influenced the decision, highlighting the firm's updated technology and strong acquisition support [5] Leadership and Community Engagement - The team members, including Lloyd Baxter, George Cumbest, Darryl Meadows, and Timothy Taranto, are deeply rooted in their community and emphasize relationship-building in their client interactions [2][3] - Cumbest, who is also the President of the Mississippi Songwriter Alliance, illustrates the team's approach of integrating personal passions into client acquisition strategies [3] LPL Financial Overview - LPL Financial Holdings Inc. is a leading wealth management firm in the U.S., supporting over 29,000 financial advisors and managing approximately $1.9 trillion in brokerage and advisory assets for around 7 million Americans [7] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing flexibility for advisors and institutions [7]