Father-son practice Brookshire & Brookshire Wealth Management of Lufkin, Texas, has joined LPL Financial’s broker-dealer and corporate RIA platforms.
Father Brent and son BJ Brookshire, formerly with Merrill Lynch, manage approximately $100 million in client brokerage and advisory assets.
Before becoming a Merrill Lynch financial advisor 20 years ago, Brent Brookshire started his career working in his family’s grocery business. Both he and his son now advise business owners, families and individuals about matters involving family legacy needs, succession planning and the transition of generational wealth.
LPL is an independent broker-dealer headquartered in Boston.