LPL Financial Recruits Team with $800 Million in Client Assets
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Kip Adams and his team to its broker-dealer, hybrid registered investment advisor, and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Kip Adams and his team to its broker-dealer, hybrid registered investment advisor, and custodial platforms.
Adams serves approximately $800 million in retirement plan, advisory and brokerage assets and joins LPL from Kestra Financial.
The team is aligned with HUB Retirement and Wealth Management. Based in Fort Worth, Texas, Adams is the retirement and private wealth practice leader for Gus Bates Insurance & Investments, a division of HUB International Texas. His team includes retirement plan advisor Blake Hiett, wealth advisor Spencer Stilwell, senior account manager Susan Blassingame and two additional staff members.
Adams spent a decade of his career in public accounting with a focus on retirement plan consulting prior to joining the financial advice industry 14 years ago. His roots are in retirement planning and employee benefits, but the team later expanded their services to include comprehensive wealth management.
“We help our clients understand that the financial decisions they make today have an incredible impact on their future,” said Adams.
LPL Financial provides service to approximately $903 billion in brokerage and advisory assets as of December 31, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,287 financial advisors.
