LPL Financial: Eight advisors join LPL’s broker-dealer, RIA, custodial platforms

LPL Financial announced that a group of advisors in St. Petersburg, Fla., have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $450 million in advisory and brokerage assets and join LPL from Raymond James. Financial advisors Michael Collins, Jim Spicer, Ryan Roy, Gary Hummel, Robert Torris, David Zaccagnino, Steven Laesser and Mark Wolf, along with his son Logan Wolf, a registered assistant, operate independently while leveraging shared office space, best practices and approaches to client services. They offer a comprehensive suite of financial services that spans portfolio management, retirement income, tax planning, education funding, estate planning and more. The transition to LPL was motivated by a desire to better serve their clients and to gain more control over their future. The advisors said LPL’s flexible platform and customizable solutions were key factors in their decision to move.