Home Alts News Former Edward Jones Firm with $310 Million in Assets Joins LPL Financial

Former Edward Jones Firm with $310 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Todd Rosel and Larry D. Smith have joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

They reported having served approximately $310 million in advisory, brokerage and retirement plan assets, and join LPL from Edward Jones.

With the move, the longtime friends will combine their individual practices to form a new independent firm, Integrity Wealth Advisor Group. Based in Lexington, Tennessee, the team also includes client service associates Sheree Brown and Paige Griggs.

“As a firm, we have the client, and only the client, in mind,” Rosel said. “Everything we do revolves around helping people organize their wealth, make smart financial decisions and work toward their goals. That might mean helping make sure their assets generate income through retirement years or passing assets to the next generation in the most efficient manner.”

Smith added, “We are passionate about serving others and providing a high level of service. We understand not one strategy fits everyone, which is why each client gets our undivided attention from personalized planning to education to follow-up.”

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

Click here to visit The DI Wire directory page.