Capital Financial Planning, an Albany, N.Y., based registered investment advisor, has joined LPL Financial broker-dealer and hybrid RIA custodial platforms, LPL announced Wednesday.
Capital Financial advisors handle $650 million in commission- and fee-based client assets. The firm, which also has an office in Clifton Park, N.Y., has 18 financial advisors and eight professional support staff and is focusing on future growth.
The firm serves as an office of supervisory jurisdiction, providing its advisors with compliance oversight, operational and sales support, training and education, and management services.