LPL is building out its independent advisor network further as a veteran-led Ameriprise team joins its independent platform.
On Wednesday, LPL Financial announced that financial advisors Justin Gore and Michael Fusco have joined its broker-dealer, RIA, and custodial platforms,
Operating in South Carolina, the breakaway advisors reportedly managed roughly $475 million in advisory, brokerage, and retirement plan assets at Ameriprise.
The transition to LPL Financial coincides with the firm's rebranding from MG Private Financial following the retirement of senior partner Hugh Martin. With the new name, Integrity Financial Group, the advisors are solidifying their commitment to client service and ethical business practices.
“We did a lot of soul searching over the last year to find a home that would allow us to put our clients first and grow our business on our own terms,” Gore said in a statement. “At the end of the day, it's all about our clients. They're our lifeblood, and we wouldn't be here without them.”
Gore said Integrity Financial Group’s clients will benefit from LPL’s integrated platform that includes a diverse range of investment products and services, as well as the latest technology and research.
Based in Mount Pleasant, Gore brings with him 26 years of industry experience, including roughly two decades at Voya Financial Advisors and a year at Edward Jones. He’s focused on retirement strategies, estate planning, and customized financial planning.
Fusco, who has 12 years of experience and is working out of Myrtle Beach, offers tailored wealth management and investment strategies for individuals and businesses.
“We are committed to providing clients with the highest level of service,” Fusco said.
“We take a client-first approach by working directly with them to understand each person’s unique financial situation, risk tolerance, and aspirations,” he added, describing the firm’s goals-based planning approach.
Last week, LPL supported another advisor pair’s break for independence with Countiss Wealth Management, a new Mississippi-based practice led by a father-daughter duo from Edward Jones.
Before that, it landed a trio of advisors from PNC Investments, who hopped onto LPL’s network through an alignment with Momentum Wealth Partners.
Todd Bryant of Signature Wealth Partners on vanishing pensions, SECURE Act 2.0, and what clients really want to know.
Merrill's latest hires span Colorado to Louisiana, even as industry-wide recruiting data suggests the firm is losing almost as many advisors as it gains.
The $36 million buy allegedly hid inflated books and a $50 million diversion.
“An award citing emotional distress is very unusual,” an industry executive said.
New EBRI research found workers who participated in employer financial education reported higher confidence, literacy and financial satisfaction.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
