Former Advisor Group Rep with $230 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Adam Legate of VFG Wealth Management and Benefit Solutions has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

He reported having served approximately $230 million in advisory, brokerage and retirement plan assets, and joins LPL from Royal Alliance, part of the Advisor Group network of broker-dealers.

Based in Lexington, Kentucky, Legate is a 20-year industry veteran who is supported by investment advisor representatives Jason Young and Kevin Kitchin and administrative assistant Susan Lowe.

LPL says VFG Wealth Management and Benefit Solutions specializes in helping individuals and small businesses with their wealth management, retirement income strategies and asset preservation needs.

“Moving to LPL was the right choice for my business and my clients. From the service to the technology, everything is streamlined and simple to use,” Legate said. “This business changes every day, and if you’re not changing with it, you’re going to get left behind. By partnering with LPL, we can ensure that our business is prepared to meet the evolving needs of our clients for years to come.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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