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LPL Financial: West Texas joins broker-dealer, RIA, custodial platforms

LPL Financial (LPLA) announced that financial advisors Stephanie Stewart, Debra Hedgcoth, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets and join LPL from B. Riley Wealth Advisors, Inc. Based in Lubbock, Texas, Stewart founded West Texas Investments in 2012 with her late partner, David Barber. Hedgcoth joined the team in 2018 following a 25-year career with the IRS, and Wentland joined two years later in 2019. With more than 40 years of combined industry experience, the all-female team takes a holistic and team approach to helping clients work towards their fiscal goals.

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