Former Raymond James Advisors Launch Independent Practice through LPL
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Beau Jones, Chris Story, Taylor Roberts and Joseph Montgomery have launched an Alabama-based independent practice, The Albany Group.
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Beau Jones, Chris Story, Taylor Roberts and Joseph Montgomery have launched an Alabama-based independent practice, The Albany Group, through affiliation with LPL Strategic Wealth Services, a “wirehouse breakaway solution” for advisors seeking autonomy.
The Albany Group reportedly serve approximately $375 million in advisory, brokerage and retirement assets.
“We welcome Beau, Chris, Taylor and Joe to the LPL community and are honored they turned to us in their quest for freedom and entrepreneurship,” said Scott Posner, LPL executive vice president, business development. “We are committed to providing personalized and strategic support each step of the way as they build an independent practice that best suits their team’s needs. At LPL, we are a partner for the long run, making investments in innovative capabilities and robust resources designed to help our advisors thrive. We look forward to a long and exciting journey ahead with the entire team at The Albany Group.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
