A father and son team from Lancaster, Pa., with $150 million in brokerage, advisory and retirement plan assets has joined LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, LPL announced today.
John and Evan McCoy of Integrity Financial Services were previously with Securities America, part of the Advisor Group network of broker-dealers.
John McCoy, who has more than 30 years industry experience, joined Integrity Financial Services about 10 years ago with a partner advisor who subsequently retired last year. Evan McCoy joined his father’s business in 2018. Their team also includes Susan Turman and Kris Martin, who provide office and client services support.
The McCoys said they chose LPL because they wanted to enhance their digital capabilities and service experiences. “We’ve found ClientWorks to be smooth and intuitive, and we’ve already seen a large reduction in forms and paperwork,” Evan McCoy said in a statement. “The time it takes to open an account has been drastically reduced for our team, freeing up more time to focus on our clients. Also, we believe the enhanced back office support we get from LPL will help us build on some of our services as we continue to grow.”