LPL Financial: Legacy Financial Group joins broker-dealer, RIA platforms

LPL Financial announced that Legacy Financial Group has joined LPL Financial’s broker-dealer and RIA. The Legacy team reported having served approximately $225 million in advisory, brokerage and retirement plan assets, and joins LPL from Voya Financial Advisors. Legacy Financial Group, based in Albuquerque, NM, originated August of 1995. Cris Giron started his financial planning career cold calling potential clients, primarily educators in an underserved market, helping them save money into 403(b)’s and plan for retirement. Eddie Fernandez was working for a local prominent CPA firm doing traditional accounting services that focused on historical activity but felt he was better at serving clients by focusing on their future planning needs.