LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Joe Roddy, Steve Mayer, and Laurie Elfrank of West End Advisory Group to its broker-dealer, corporate registered investment advisor, and custodial platforms.
The St. Louis-based team serves approximately $170 million in advisory, brokerage and retirement plan assets and joins from Cetera Financial Group.
The advisors reportedly work with in-house accountants and tax specialists to provide their clients with holistic financial services, including financial planning, wealth management, retirement plan consultation and investment advice.
“We are fiduciaries, working closely with people in transition, typically as they prepare for retirement,” said lead advisor Roddy.
LPL Financial provides service to approximately $958 billion in brokerage and advisory assets as of March 31, 2021. The company supports more than 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide.