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LPL Financial: McAnally Investment join broker-dealer, RIA, custodial platforms
The Fly

LPL Financial: McAnally Investment join broker-dealer, RIA, custodial platforms

LPL Financial announced that financial advisors Mark McAnally, Josh McAnally and Brandon McAnally, CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $250 million in advisory, brokerage and retirement plan assets and joins LPL from Wells Fargo Advisors. Based in Booneville, Miss., McAnally Investment Group is a family-run business led by Mark, who began his career in 2000 as a solo practitioner. The practice evolved over the years to include Josh and Brandon, who left careers in real estate and accounting, respectively, to join their father and expand the firm’s offering. They are assisted by Operations Manager Carlin Crowe. Together, they provide personalized wealth management and financial services for each stage of their clients’ lives.

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