Father-son duo managing $150 million join LPL
John and Evan McCoy run Integrity Financial Services in Lancaster, Pennsylvania, and were previously affiliated with Securities America
John and Evan McCoy, a father-and-son team whose Integrity Financial Services managed $150 million in Lancaster, Pennsylvania, have switched broker-dealer affiliations to LPL Financial from Securities America. They also will use LPL as their registered investment adviser and custodian.
John McCoy joined Integrity about 10 years ago with a partner adviser, who retired last year. Evan McCoy joined his father’s business in 2018. Staff members Susan Turman and Kris Martin joined in the move.
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