LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Keith Boyd to its broker-dealer and hybrid registered investment advisor platforms, leveraging LPL as custodian. Boyd serves approximately $180 million in brokerage and advisory assets and joins from Wells Fargo Wealth Brokerage Service.
Boyd has also aligned with Gladstone Wealth Partners, a large enterprise on LPL’s hybrid RIA platform. He is leveraging the Gladstone name for his firm, and has opened an office in Flemington, New Jersey which he shares with an established Gladstone accounting practice.
After 24 years working at a bank branch, Boyd reflected on his career and came to the conclusion that it was time for a change. “In my quest to live a more holistic life, I knew it was in my clients’ best interest to take more control over my business and operate as a fiduciary in an independent practice,” said Boyd.
LPL Financial provides service to approximately $670 billion in brokerage and advisory assets as of March 31, 2020. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,763 financial advisors and 700 financial institutions.