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The Francis Group joins LPL Strategic Wealth Services

LPL Financial announced that Burke Francis and Christopher Francis have joined LPL Financial to launch an exclusive family-focused office and independent practice, The Francis Group at LPL. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services. The Francis Group reported having served approximately $1.2 billion in advisory, brokerage and retirement plan assets. They join from Morgan Stanley. Since 1966, Burke Francis steadily built the Los Angeles area practice from the ground up by specializing in asset management for high-net-worth individuals. His son, Chris, joined the business in 1998, after working in real estate development and numerous venture backed companies.

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