West Texas WealthCare, a team managing $175 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.
The Lubbock, Texas-based firm has offices in Canadian, Big Spring and San Angelo, Texas. It is aligned with JFC Financial, a large enterprise that joined LPL in 2020. The team previously worked for Avantax Investment Services, part of Blucora.
Cassandra Fillingim, Elaine McNair and Michael Gardiner, all certified public accountants, started the business about 10 years ago and are now supported by a five-member office staff. The boutique firm offers tax-centric financial advice and wealth management to a client base of mostly ranchers, small businesses and widows working through the estate process, the announcement said.
The team chose LPL for support in future growth opportunities. “LPL is a partner with scale, and one that has positive name recognition that we can be proud to associate with,” Fillingim said in a statement. “We’re always looking for ways to improve our client experiences, and we found that LPL creates a user-friendly experience for clients, with their information easily accessible. And they provide access to a comprehensive range of products so we can deliver investment strategies customized for our clients."