LPL Financial said Monday that Legacy Financial Group, an Albuquerque, New Mexico-based firm overseeing $225 million in assets, has joined LPL’s broker-dealer and RIA from Voya Financial Advisors.
Legacy Financial Group was started in 1995 by Cris Giron and Eddie Fernandez, who wanted to educate people about money and investments and help them become better off financially.
The team now includes three additional advisors, Mario Torres, Antavius Greathouse and Bill Niemeier, as well as six staffers.
“As a Financial Planner, it was important for us to align ourselves with a company that focuses on fiduciary status in how they operate while maintaining our independence,” Fernandez said in a statement.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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