Former Raymond James Advisors Join LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors James Sheehan and Shawn Tighe have joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

They are the 30th team to join LPL Strategic Wealth Services and reported having served approximately $450 million in advisory and brokerage assets. They join LPL from Raymond James.

Sheehan is a veteran of the financial services industry with more than 25 years of experience. He’s also a decorated U.S. Marine Corps veteran, serving since 1993. Sheehan has experience in retirement income planning, estate and charitable planning, tax planning, education planning, asset management and liability management.

Tighe joined the industry in 2013 and is knowledgeable of market conditions. His focus is on personalized investment management, retirement planning and generational wealth transfer.

“After considering all available options, we concluded that the needs of our clients and firm would be best served by partnering with LPL Financial,” Sheehan said. “Ultimately, we want to provide more services to our clients, and we believe LPL will enable us to grow our team and deliver more experiences and enhance how we do business. We also appreciate LPL’s integrated technology and open architecture, along with access to better planning tools and client reporting.”

Sheehan Wealth Partners will also tap into LPL Private Client Services Network, which gives advisors access to vetted reputable companies to provide a personalized, full-service option to their clients. Sheehan will use the network’s tax services for ultra-high-net-worth clients.

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

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