LPL Financial has added a pair of Wells Fargo advisors with about $215 million in advisory and brokerage assets to its broker-dealer and corporate registered investment advisor custodial platforms, the company said.
Lynn Daughtry and Kyle Conger launched their independent practice, White Oak Investment Management, last year in Thomasville, Ga., where they work closely with retirees, families and individuals to provide personalized investment services.
Conger said they moved to LPL because it offers freedom to provide more choices for their clients’ individual goals and needs, as well as the independence to serve their best interests. “That’s really what it all boils down to,” he said in a statement. “And on top of that, LPL has wonderful, integrated technology and a sophisticated wealth management platform that will help us elevate our business and enhance the client experience.”
“It is important for financial advisors to create thoughtful business continuity plans, and we applaud the steps this team is taking to ensure continuous care for their clients,” said Rich Steinmeier, LPL Financial managing director and divisional president, business development.
LPL Financial, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.