LPL Financial Welcomes Edge Wealth Advisory Group

Core Insights - Edge Wealth Advisory Group has joined LPL Financial's broker-dealer and Registered Investment Advisor platform, managing approximately $200 million in advisory, brokerage, and retirement plan assets [1][10] - The team consists of John Edgecomb and Robb Edgecomb, who have a combined 65 years of experience serving various client demographics [2] - The partnership with LPL Financial is driven by a desire for greater independence, flexibility, and access to advanced technology [4] Company 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 [7] Client Approach - The Edge Wealth Advisory Group emphasizes a comprehensive understanding of each client's financial situation, including their goals and potential risks [3] - The firm aims to provide independent, comprehensive advice, aligning with LPL's financial philosophy [5] Future Aspirations - The Edge Wealth Advisory Group is excited about utilizing advanced planning software and integrating AI into their business operations [5] - The team plans to expand their services in Texas and surrounding states with the support of LPL Financial [5]