Legacy Financial Planning, an independent financial advisory firm with more than $150 million in asets, has moved to LPL Financial's broker-dealer platform.
In addition to transitioning to LPL's B-D platform, Rochester, N.Y.-based Legacy Financial has joined Private Advisor Group, an independent hybrid RIA that uses LPL Financial as its primary custodian.
Legacy Financial Planning is an investment advisory firm dedicated primarily to retirement and estate planning. The firm serves approximately 400 clients with a total of 1,500 accounts. The firm is led by Tammy Mogilski and Brian Bedford.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,100 financial advisors and approximately 685 financial institutions.