Core Insights - LPL Financial LLC has welcomed financial advisors Justin Flowers and Wally Bradley to its employee advisor channel, Linsco by LPL Financial, to establish Flowers-Bradley Wealth Management, managing approximately $320 million in advisory, brokerage, and retirement plan assets [1][9] Group 1: Team Background and Experience - The Flowers-Bradley team is based in the Atlanta Metro Area and has nearly 40 years of combined experience, having worked together for seven years [2] - The majority of their clients are either nearing retirement or just starting their financial planning journey [2] Group 2: Reasons for Transition - The team sought more autonomy and flexibility, prompting their move to LPL Financial for the next phase of their business [3] - They believe that the transition will enable them to offer more resources and value to their clients, allowing for customized solutions [5] Group 3: Support and Resources from LPL - LPL provides an integrated wealth management platform, robust business resources, and support from an experienced branch management team, which allows advisors to focus more on client relationships [4] - The firm offers innovative technology, comprehensive resources, and strategic business solutions to help advisors deliver personalized advice and exceptional service [6] Group 4: LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions [7] - The firm services and custody approximately $1.9 trillion in brokerage and advisory assets for around 7 million Americans, providing a variety of advisor affiliation models and investment solutions [7]
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel