LPL Financial: Strategic Insights joins broker-dealer, RIA, custodial platforms

LPL Financial announced that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets and joins LPL from Ameriprise Financial. Founded in 1986 by Arthur Hughes CFP, the McAllen, Texas-based team includes managing partners James Credo CFP, and James Enriquez MST, EA, CFP, along with fellow advisors Alexis Villarreal APMA and Leonardo Chang MA, CFP. They take a team approach so they can go deeper into financial planning with the goal of delivering highly customized client experiences and building meaningful relationships.