Home Alts News Former Merrill Lynch Advisors with $320 Million Under Advisement Join LPL

Former Merrill Lynch Advisors with $320 Million Under Advisement Join LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor John Klein has joined LPL Financial to launch a new independent practice, Veritas Legacy Wealth.

Klein is accompanied by Blake Bailey, Lavona Kuhn and Summer Rudder. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $320 million in advisory, brokerage and retirement plan assets. They join LPL from Merrill Lynch.

Based in Amarillo, Texas, the team began with Advisor Emeritus Lavona Kuhn who brings over 57 years of industry experience to Veritas. With her background helping individuals with wealth management planning and portfolio management, she partnered with Klein and Bailey in 2002, expanding their client base to include professionals from the oil and gas industry, farming and other individuals approaching retirement.

“This group is our second family,” said Klein. “We all share a unified vision of building a culture that puts clients at the center of every decision. We understand that true wealth is not just measured by monetary gains or by your financial portfolio. It’s by the impact that it has on future generations. So, we’re really dedicated to helping our clients build a legacy that extends beyond their own lifetimes.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent RIA firms nationwide.

Click here to visit The DI Wire directory page.