In a series of strategic moves to bolster its offerings, LPL Financial LLC has made three significant additions to its broker-dealer, RIA and custodial platforms this year. The San Diego-based organization has welcomed Legacy Retirement Planning, Windward Wealth Advisors, and McAnally Investment Group, thus further strengthening its position in the financial services industry.
In April, financial advisor Phil Eggers of Legacy Retirement Planning became the latest addition to LPL Financial. Originally reported to be serving approximately $170 million in advisory, brokerage, and retirement plan assets, Eggers brings a wealth of experience to LPL from Raymond James.
A month earlier, in March, financial advisors Erick Simonds, CRC, Eugene Sninski II, and Lisa Sninski from Windward Wealth Advisors also joined the LPL Financial broker-dealer, RIA and custodial platforms. They were reportedly managing about $250 million in advisory, brokerage and retirement plan assets prior to their move. The team joined LPL from Wells Fargo Advisors, indicating another significant gain for LPL Financial.
In a similar vein, the McAnally Investment Group’s transition to LPL Financial was announced earlier in March. Financial advisors Mark McAnally, Josh McAnally, and Brandon McAnally, CPA, were serving approximately $250 million in advisory, brokerage, and retirement plan assets at their previous firm, Wells Fargo Advisors. The trio’s decision to move their expertise to LPL signified another boost to the company’s growing roster of financial advisors.
These strategic additions underscore LPL Financial’s relentless pursuit of excellence and growth. By welcoming distinguished advisors from various firms, LPL continues to enhance its capabilities to serve a wide array of financial needs for its clientele. As it continues to expand its team with top-notch industry professionals, LPL Financial is well-positioned to reinforce its status as a leading player in the ever-competitive financial services sector.
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