CR Davis & Company has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms with approximately $110 million in advisory, brokerage and retirement plan assets, the companies said in a recent news release.
CR Davis, which previously operated its own broker-dealer, dates back to the 1920s, when family patriarch C. Russell Davis founded the business just before the Great Depression. Three generations later, his grandson Jeffrey Gibbs now leads the Springfield, Ill.-based practice with his business partner, church friend and fellow financial advisor Brad Welker.
The firm offers comprehensive wealth management, personalized planning and financial education services to the families and individuals they serve.
Headquartered in Fort Mill, S.C.; San Diego; and Boston, LPL Financial is the nation’s largest independent broker-dealer.