LPL Financial LLC and Osaic have expanded their advisor ranks, adding hundreds of millions in client assets.
LPL said financial advisors Bobby Lumpkin, Cindy Little and Allina Bell have joined its broker-dealer and RIA platform from Raymond James, bringing with them Capital Investment Services, a Georgia-based firm overseeing approximately $775 million in advisory, brokerage and retirement plan assets.
Operating out of LaGrange, about 60 miles southwest of Atlanta, the team serves a diverse clientele that includes business owners, entrepreneurs and multigenerational families.
“These achievements are truly a team effort. To effectively meet the needs of our clients daily, it takes a team of professionals that are completely committed to our mission of building long term client relationships,” Lumpkin said, adding that the move to LPL followed an extensive due diligence process, with the firm’s technology, flexibility and advisor-focused culture standing out.
Separately, Osaic announced that advisor Eric Westall has joined the firm through Innovative Financial Group, bringing more than $250 million in client assets.
Based in Chesterfield, Missouri, Westall previously worked with Stifel Independent Advisors and focuses on high-net-worth individuals and business owners, offering long-term planning and comprehensive wealth strategies.
His transition reflects a strategic effort to broaden planning capabilities and enhance client service through improved technology and a collaborative advisor network.
“Advisors like Eric are focused on delivering exceptional client experiences while building sustainable businesses for the future,” said Kristen Kimmell, executive vice president of business development at Osaic. “We’re pleased to welcome him to our community and support his continued success through the resources and partnership Osaic provides.”
Westall’s move also strengthens Osaic’s footprint in the Midwest and is the latest addition through Innovative Financial Group in recent months, highlighting continued recruiting activity among firms seeking growth through experienced advisors.
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