LPL Financial said Thursday it had recruited two former Edward Jones veteran financial advisors, Todd Rosel and Larry D. Smith, with $310 million in client assets.
Based in Lexington, Tennessee, the pair will combine their practices to form a new firm, Integrity Wealth Advisor Group. The team includes staffers Sheree Brown and Paige Griggs.
Both Rosel and Smith moved their securities registration and licenses to LPL last month; Rosel had worked at Edward Jones since 2007 and Smith since 2011.
An Edward Jones spokesperson declined to comment.
"Everything we do revolves around helping people organize their wealth, make smart financial decisions and work toward their goals," Rosel said in a statement.
LPL works with more than 21,000 financial advisors and brokers across its various service models.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.