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]

Core Insights - LPL Financial LLC has welcomed financial advisors Jared Black and Richard Brokaw to its employee advisor channel, Linsco by LPL Financial, to establish Wyoming Asset Advisors Powered by LPL, managing approximately $400 million in advisory, brokerage, and retirement plan assets [1][8] - The team, based in Cheyenne, Wyoming, has over 65 years of combined experience and focuses on providing tailored investment advice primarily to retirement clients [2][3] Company Overview - LPL Financial Holdings Inc. is recognized as one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions, managing around $1.8 trillion in brokerage and advisory assets for about 7 million Americans [6] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors and institutions to select the business model and resources that best suit their needs [6] Advisor Transition - Black and Brokaw chose to join LPL Financial to gain more autonomy and flexibility in their business operations, benefiting from LPL's integrated wealth management platform and extensive business resources [3][4] - The advisors emphasized the importance of client relationships and the enhanced capacity to serve clients effectively after the transition to LPL [4]

SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high sch ...