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LPL Financial: Legacy Wealth joins broker-dealer, RIA, custodial platforms

LPL Financial LLC announced today that Legacy Wealth Advisors, Inc., has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $280 million in advisory, brokerage and retirement plan assets, and joins LPL from Cetera. Based in Town and Country, Mo., the business is led by Founder and President Kevin Loyd, AIF, Loyd has 22 years in the financial services industry after starting as a full-time intern while attending the University of Missouri – Saint Louis. The ensemble team includes fellow financial advisors Calvin Keth and Jeremy Spellmeyer, and together they focus heavily on helping their clients with retirement planning and wealth distribution.

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