LPL Financial Welcomes McAnally Investment Group
March 20 2024 - 9:00AM
LPL Financial LLC announced today that financial advisors Mark
McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL
Financial’s broker-dealer, RIA and custodial platforms. The team
reported serving approximately $250 million in advisory, brokerage
and retirement plan assets* and joins LPL from Wells Fargo
Advisors.
Based in Booneville, Miss., McAnally Investment Group is a
family-run business led by Mark, who began his career in 2000 as a
solo practitioner. The practice evolved over the years to include
Josh and Brandon, who left careers in real estate and accounting,
respectively, to join their father and expand the firm’s offering.
They are assisted by Operations Manager Carlin Crowe. Together,
they provide personalized wealth management and financial services
for each stage of their clients’ lives.
“I started my career with the hopes of building a family
business, and my dream has become a reality as we embark on this
partnership,” Mark said. “As a team and family practice, we take a
comprehensive, long-term approach to investment planning and
portfolio management to help clients create and preserve their
wealth for today and future generations.”
In recent years, the team recognized a shift in the industry as
more advisors started going independent. Their due diligence
process led them to LPL.
“After 24 years of changes from the wirehouses, it became
evident that independence is a business necessity,” Mark said. “We
appreciate LPL’s commitment to putting advisors and the client
relationship front and center. We now have autonomy and flexibility
to build a practice to serve all our clients’ evolving needs, with
no limitations or required minimums.”
Mark added that it was important to partner with a firm that
finds merit in Brandon’s prior CPA certification and experience in
taxation.
“Working with an independent partner will allow us to enhance
our relationships with clients and build a practice that truly puts
their best interests first,” Mark said. “The beauty of being in a
small community is our clients are like family. We have very close
relationships with them, and this move will give us more options,
more flexibility and more personalized services to support their
growing needs.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “It is a pleasure to welcome Mark, Josh, Brandon
and Carlin to the LPL community. We’re honored this family team
turned to LPL as they seek new ways to elevate service experiences
and build their ideal practice. At LPL, we remain steadfast in our
commitment to being a long-term partner by delivering a
sophisticated wealth management platform and robust business tools
designed to help advisors differentiate their practice and be
successful serving the needs of their clients. We congratulate the
McAnallys on the move to independence and look forward to a
long-lasting relationship with the entire team.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. McAnally Investment
Group and LPL Financial are separate entities. LPL Financial does
not offer tax advice or tax related services.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
Connect with Us!
https://twitter.com/lpl
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media
Contact:Media.relations@LPLFinancial.com(704) 996-1840
Tracking #555078
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From Apr 2024 to May 2024
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From May 2023 to May 2024