Financial advisors Andy Walker and Christian Covey have partnered with LPL Strategic Wealth Services to launch independent firm Walker Covey Wealth Advisors in Provo, Utah, the companies announced today.
Walker, serving as managing partner and CEO, and Covey, serving as managing partner and CIO, were formerly with Commonwealth, where the duo managed about $350 million in client assets. Both advisors are Brigham Young University graduates.
The practice also includes Director of Client Services Rebecca McEntire.
Headquartered in Ft. Mill, S.C., San Diego and Boston, LPL Financial LLC supports more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.