LPL Financial today announced that Taylor Wealth Management, a Huntington Beach, Calif.-based firm with about $295 million in advisory and brokerage assets, has joined its broker-dealer, corporate registered investment advisor and custodial platforms, according to a news release.

The all-women team, led by industry veteran Allison Taylor, was previously with Wells Fargo Advisors. It includes Taylor’s daughter, Jordan McDole, who serves as the firm’s operations manager, and Kaitlyn Chuong, client relationship manager. The trio makes it a priority to understand each client’s unique financial situation, and they take a hands-on approach to helping clients develop, the news release said.

The release noted that over the past two decades, Taylor has built her practice from the ground up in the male-dominated industry. “It’s still very much a man’s world. You have to be good to compete,” Taylor said in a statement. “I worked six days a week, drove an hour each way to my first job and had two babies while trying to become a financial advisor. But it’s been the most rewarding career, and I’m so proud of the team I’ve built.”

Taylor joined the industry in 1995, and had been with Wells Fargo since 2004, according to her BrokerCheck profile. She chose to move to LPL because she believes her values align with the firm and she appreciates that its culture is focused on supporting the advisor, the news release said. “With this move, I believe I will have more freedom to put my clients’ best interest first, along with the flexibility to build out my practice as I see fit,” she said.

Taylor also noted that she appreciates the ability to brand her business, and she looks forward to having more of a community presence. Her plans include holding monthly financial education workshops and building a robust, personalized website to include a learning center with information that could benefit her clients and the public.

“I’d love to be a mentor and an example to show other women that they can be good business owners and run an ethical practice, without having to compromise on integrity,” Taylor said.