LPL Financial Welcomes Johns Creek Financial
LPL Financial (NASDAQ: LPLA) has announced that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL's broker-dealer, RIA and custodial platforms from Kestra. Based in Alpharetta, Ga., their firm Johns Creek Financial serves approximately $385 million in advisory, brokerage and retirement plan assets.
Founded in 2002, Johns Creek Financial specializes in investment services, tax strategies, retirement and estate planning for high-net-worth families, corporate executives and business owners. The advisors chose LPL for its comprehensive services, advanced technology solutions, investment management platform, and robust resource capabilities for high-net-worth services.
LPL Financial currently supports over 28,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for 6 million Americans.
LPL Financial (NASDAQ: LPLA) ha annunciato che i consulenti finanziari Brian J. McGill, II, CFP®, e Michael R. Hyser, CFP®, si sono uniti alla piattaforma di broker-dealer, RIA e custodia di LPL provenienti da Kestra. Con sede ad Alpharetta, Ga., la loro azienda Johns Creek Financial gestisce circa 385 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
Fondata nel 2002, Johns Creek Financial si specializza in servizi di investimento, strategie fiscali, pianificazione pensionistica e successoria per famiglie ad alto patrimonio netto, dirigenti aziendali e proprietari di imprese. I consulenti hanno scelto LPL per i suoi servizi completi, le soluzioni tecnologiche avanzate, la piattaforma di gestione degli investimenti e le robuste capacità di risorse per servizi ad alto patrimonio netto.
LPL Financial supporta attualmente oltre 28.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo circa 1,8 trilioni di dollari in asset di intermediazione e consulenza per 6 milioni di americani.
LPL Financial (NASDAQ: LPLA) ha anunciado que los asesores financieros Brian J. McGill, II, CFP®, y Michael R. Hyser, CFP®, se han unido a las plataformas de corretaje, RIA y custodia de LPL desde Kestra. Con sede en Alpharetta, Ga., su firma Johns Creek Financial atiende aproximadamente 385 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Fundada en 2002, Johns Creek Financial se especializa en servicios de inversión, estrategias fiscales, planificación de jubilación y sucesiones para familias de altos ingresos, ejecutivos corporativos y propietarios de negocios. Los asesores eligieron LPL por sus servicios integrales, soluciones tecnológicas avanzadas, plataforma de gestión de inversiones y sólidas capacidades de recursos para servicios de alto patrimonio.
LPL Financial actualmente apoya a más de 28,000 asesores financieros y aproximadamente 1,200 instituciones financieras, gestionando alrededor de 1.8 billones de dólares en activos de corretaje y asesoramiento para 6 millones de estadounidenses.
LPL Financial (NASDAQ: LPLA)는 재무 자문가 Brian J. McGill II, CFP®와 Michael R. Hyser, CFP®가 Kestra에서 LPL의 중개 상장 회사, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. Georgia주 Alpharetta에 본사를 두고 있는 그들의 회사 Johns Creek Financial는 약 3억 8500만 달러의 자문, 중개 및 퇴직 연금 자산을 관리하고 있습니다.
2002년에 설립된 Johns Creek Financial은 고액 자산 가족, 기업 경영자 및 사업주를 위해 투자 서비스, 세금 전략, 은퇴 및 상속 계획을 전문으로 합니다. 자문가는 포괄적인 서비스, 고급 기술 솔루션, 투자 관리 플랫폼 및 고액 자산 서비스를 위한 강력한 자원 기능으로 LPL을 선택했습니다.
LPL Financial은 현재 28,000명 이상의 재무 자문가와 약 1,200개의 금융 기관을 지원하며, 600만명의 미국인을 위해 약 1.8조 달러의 중개 및 자문 자산을 관리하고 있습니다.
LPL Financial (NASDAQ: LPLA) a annoncé que les conseillers financiers Brian J. McGill, II, CFP® et Michael R. Hyser, CFP® ont rejoint la plateforme de courtage, RIA et de conservation de LPL en provenance de Kestra. Basée à Alpharetta, en Géorgie, leur entreprise Johns Creek Financial gère environ 385 millions de dollars d'actifs de conseil, de courtage et de plans de retraite.
Fondée en 2002, Johns Creek Financial se spécialise dans les services d'investissement, les stratégies fiscales, la planification de retraite et de succession pour les familles fortunées, les dirigeants d'entreprise et les propriétaires d'entreprises. Les conseillers ont choisi LPL pour ses services complets, ses solutions technologiques avancées, sa plateforme de gestion des investissements et ses solides capacités de ressources pour les services destinés aux clients aisés.
LPL Financial soutient actuellement plus de 28 000 conseillers financiers et environ 1 200 institutions financières, gérant environ 1,8 billion de dollars d'actifs de courtage et de conseil pour 6 millions d'Américains.
LPL Financial (NASDAQ: LPLA) hat angekündigt, dass die Finanzberater Brian J. McGill, II, CFP® und Michael R. Hyser, CFP® von Kestra zu LPLs Broker-Dealer-, RIA- und Verwahrplattformen gewechselt haben. Mit Sitz in Alpharetta, Georgia, betreut ihre Firma Johns Creek Financial rund 385 Millionen Dollar an Beratungs-, Broker- und Altersvorsorgevermögen.
Gegründet im Jahr 2002, spezialisiert sich Johns Creek Financial auf Investitionsservices, Steuerstrategien, Ruhestands- und Nachlassplanung für vermögende Familien, Unternehmensleiter und Geschäftsinhaber. Die Berater wählten LPL wegen seiner umfassenden Dienstleistungen, fortschrittlichen Technologielösungen, Investmentmanagement-Plattform und robusten Ressourcenmöglichkeiten für vermögende Dienstleistungen.
LPL Financial unterstützt derzeit über 28.000 Finanzberater und rund 1.200 Finanzinstitute und verwaltet etwa 1,8 Billionen Dollar an Brokerage- und Beratungsvermögen für 6 Millionen Amerikaner.
- Addition of $385 million in managed assets to LPL's platform
- Strategic expansion in high-net-worth market segment
- Continued growth in advisor recruitment
- None.
Insights
LPL Financial's recruitment of Johns Creek Financial, managing
The high-net-worth focus of Johns Creek Financial aligns with LPL's strategy to capture more profitable client segments. High-net-worth clients typically generate higher fees and have more complex needs, leading to multiple revenue streams through various services like estate planning and tax strategies. This acquisition could potentially generate annual revenues in the millions, considering typical fee structures for wealth management services range from
This recruitment also demonstrates LPL's continued execution of its growth strategy in a highly competitive wealth management industry where scale and technological capabilities are increasingly critical. The firm's ability to attract established practices from competitors like Kestra validates its platform's appeal and could signal future recruitment success.
However, investors should note that while advisor recruitment is positive, the true measure of success will be client retention and asset growth under the new platform. The integration process and ability to leverage LPL's technology and resources will be important factors in realizing the full potential of this addition.
SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately
Based in Alpharetta, Ga., Johns Creek Financial was initially founded in 2002, with Hyser and McGill later merging their practices in 2019. Both advisors have extensive experience in investment services, tax strategies, retirement and estate planning for high-net-worth families, corporate executives and business owners. They are supported by wealth management assistants Stacie Alexander and Alexis Griffin.
“We offer holistic planning and customized portfolios that address each client’s needs, risk tolerance and timelines,” Hyser said. “I truly believe that if you have worked very hard to achieve monetary success, your financial plan should guide you on how to best enjoy that success now and ensure it will last a lifetime.”
The advisors turned to LPL to elevate their business and enhance experiences for their team and clients.
“We chose to join LPL Financial because of its breadth of services and support, along with its advanced technology solutions that will help with the ease of doing business,” McGill said. “We appreciate LPL’s investment management platform, which gives us access to all the top managers, and we look forward to being able to use the firm’s robust resource capabilities and high-net-worth services to address more complex matters. We believe that LPL is the right partner to help us with our growth objectives, and we look forward to providing clients with the highest level of service.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We extend a warm welcome to Brian and Michael and wish them success with this next chapter of their business. At LPL, we will continue to invest in industry-leading capabilities and solutions designed to help advisors differentiate their businesses, bring added value to their clients and win in their markets. We look forward to supporting the entire team at Johns Creek Financial for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Johns Creek Financial and LPL are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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