Financial advisors Todd Rosel and Larry D. Smith have launched a new independent practice called Integrity Wealth Advisor Group (IWAG) by partnering with OSJ Financial Resources Group (FRG) to join LPL Financial’s broker-dealer, RIA, and custodial platforms, LPL announced.
The longtime friends were formerly with Edward Jones, where they reported overseeing about $310 million in client assets. Based in Lexington, Tenn., the IWAG team also includes client service associates Sheree Brown and Paige Griggs.
In a news release, both Rosel and Smith maintained that their dedication to their clients was the motivating reason they decided to merge their separate practices at Edward Jones and seek out new partners as aspiring entrepreneurs. Rosel said that as owners of an independent practice partnered with FSG and LPL, he and Smith are better able to help clients organize their wealth, make smart financial decisions, and work toward their goals.
“With LPL, we now have access to more cutting-edge tools and robust resources, as well as a larger investment platform that will allow us to serve clients at a higher level,” he said in the release. “We’re also excited about the integrated capabilities that will help us gain efficiencies in our practice.”
Headquartered in Fort Mill, S.C., San Diego, and Boston, LPL Financial LLC supports more than 21,000 financial advisors nationwide.