LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
LPL Financial (Nasdaq:LPLA) announced that financial advisors Joe Young and Ryne Stokes have joined their employee advisor channel, Linsco by LPL Financial, launching Servant Path Wealth Partners. The team, previously with Synovus Securities, manages approximately $400 million in advisory, brokerage and retirement plan assets.
Based in Columbus, Ga., the team offers comprehensive financial planning services including investment management, insurance, tax efficiency, retirement planning, estate planning and charitable giving. Their transition to LPL was driven by desires for greater autonomy, business flexibility, and enhanced resources.
The Linsco model provides advisors with independence to own client relationships while accessing LPL's integrated wealth management platform and business resources. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, servicing about $1.7 trillion in brokerage and advisory assets for approximately 6 million Americans.
LPL Financial (Nasdaq:LPLA) ha annunciato che i consulenti finanziari Joe Young e Ryne Stokes si sono uniti al loro canale di consulenti dipendenti, Linsco by LPL Financial, lanciando Servant Path Wealth Partners. Il team, precedentemente con Synovus Securities, gestisce circa $400 milioni in beni di consulenza, intermediazione e piani pensionistici.
Con sede a Columbus, in Georgia, il team offre servizi di pianificazione finanziaria completa, tra cui gestione degli investimenti, assicurazione, efficienza fiscale, pianificazione pensionistica, pianificazione successoria e donazioni benefiche. La loro transizione a LPL è stata motivata dal desiderio di maggiore autonomia, flessibilità aziendale e risorse potenziate.
Il modello Linsco fornisce ai consulenti l'indipendenza di possedere le relazioni con i clienti, pur accedendo alla piattaforma integrata di gestione patrimoniale e alle risorse aziendali di LPL. Attualmente, LPL Financial supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, servendo circa $1,7 trilioni in beni di intermediazione e consulenza per circa 6 milioni di americani.
LPL Financial (Nasdaq:LPLA) anunció que los asesores financieros Joe Young y Ryne Stokes se han unido a su canal de asesores empleados, Linsco by LPL Financial, lanzando Servant Path Wealth Partners. El equipo, anteriormente con Synovus Securities, gestiona aproximadamente $400 millones en activos de asesoría, corretaje y planes de jubilación.
Con sede en Columbus, Georgia, el equipo ofrece servicios integrales de planificación financiera, incluyendo gestión de inversiones, seguros, eficiencia fiscal, planificación de jubilación, planificación patrimonial y donaciones benéficas. Su transición a LPL fue impulsada por el deseo de mayor autonomía, flexibilidad empresarial y recursos mejorados.
El modelo Linsco proporciona a los asesores la independencia para poseer relaciones con los clientes mientras acceden a la plataforma integrada de gestión de patrimonio y recursos empresariales de LPL. Actualmente, LPL Financial apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, atendiendo alrededor de $1.7 billones en activos de corretaje y asesoría para aproximadamente 6 millones de estadounidenses.
LPL Financial (Nasdaq:LPLA)는 재무 상담사 Joe Young과 Ryne Stokes가 그들의 직원 상담사 채널인 Linsco by LPL Financial에 합류하여 Servant Path Wealth Partners를 출범했다고 발표했습니다. 이 팀은 이전에 Synovus Securities에 있었으며, 약 $400백만의 자문, 중개 및 퇴직 계획 자산을 관리하고 있습니다.
조지아주 콜럼버스에 본사를 둔 이 팀은 투자 관리, 보험, 세금 효율성, 퇴직 계획, 유산 계획 및 자선 기부를 포함한 포괄적인 재무 계획 서비스를 제공합니다. 그들의 LPL로의 전환은 더 큰 자율성, 비즈니스 유연성 및 향상된 자원을 원하는 데서 비롯되었습니다.
Linsco 모델은 상담사에게 고객 관계를 소유할 수 있는 독립성을 제공하면서 LPL의 통합 자산 관리 플랫폼 및 비즈니스 자원에 접근할 수 있게 합니다. 현재 LPL Financial은 거의 29,000명의 재무 상담사와 약 1,200개의 금융 기관을 지원하며, 약 $1.7조의 중개 및 자문 자산을 약 600만 명의 미국인에게 서비스하고 있습니다.
LPL Financial (Nasdaq:LPLA) a annoncé que les conseillers financiers Joe Young et Ryne Stokes ont rejoint leur canal de conseillers employés, Linsco by LPL Financial, lancant Servant Path Wealth Partners. L'équipe, précédemment chez Synovus Securities, gère environ $400 millions d'actifs en conseil, courtage et plans de retraite.
Basée à Columbus, en Géorgie, l'équipe propose des services complets de planification financière, y compris la gestion des investissements, l'assurance, l'efficacité fiscale, la planification de la retraite, la planification successorale et les dons caritatifs. Leur transition vers LPL a été motivée par le désir d'une plus grande autonomie, de flexibilité commerciale et de ressources améliorées.
Le modèle Linsco offre aux conseillers l'indépendance de posséder des relations avec les clients tout en accédant à la plateforme intégrée de gestion de patrimoine et aux ressources commerciales de LPL. Actuellement, LPL Financial soutient près de 29 000 conseillers financiers et environ 1 200 institutions financières, servant environ $1,7 trillion d'actifs en courtage et en conseil pour environ 6 millions d'Américains.
LPL Financial (Nasdaq:LPLA) gab bekannt, dass die Finanzberater Joe Young und Ryne Stokes ihrem Mitarbeiterberater-Kanal, Linsco by LPL Financial, beigetreten sind und Servant Path Wealth Partners gegründet haben. Das Team, zuvor bei Synovus Securities, verwaltet etwa $400 Millionen an Beratungs-, Brokerage- und Altersvorsorgevermögen.
Mit Sitz in Columbus, Georgia, bietet das Team umfassende Finanzplanungsdienste an, darunter Vermögensverwaltung, Versicherung, Steueroptimierung, Altersvorsorgeplanung, Nachlassplanung und gemeinnützige Spenden. Ihr Wechsel zu LPL wurde durch den Wunsch nach größerer Autonomie, Geschäftsfleixibilität und verbesserten Ressourcen motiviert.
Das Linsco-Modell bietet Beratern die Unabhängigkeit, Kundenbeziehungen zu besitzen, während sie auf die integrierte Vermögensverwaltungsplattform und die Geschäftsrressourcen von LPL zugreifen. Derzeit unterstützt LPL Financial fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute, die etwa $1,7 Billionen an Brokerage- und Beratungsvermögen für etwa 6 Millionen Amerikaner betreuen.
- Addition of $400M AUM team strengthens LPL's market position
- Expansion of advisor network contributes to $1.7T total assets under management
- Strategic growth through recruitment of established advisory teams
- None.
SAN DIEGO, Feb. 25, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately
Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at a bank during college and several years with the Social Security Administration. They teamed up in 2018 to build a faith-based practice that offers a comprehensive suite of financial planning services centered around investment management, insurance, tax efficiency, retirement planning, estate planning and charitable giving.
“Our strengths are our experience, expertise, thorough planning process, responsiveness and approachability,” Young said. “Our goal is to simplify the complexity of financial planning, enabling our clients to focus their time and energy toward the people and causes that are most important to them. We are deeply grounded in our Christian faith, and our client relationships are guided by Biblical principles of love, empathy, stewardship, family, community, generosity, gratitude and servant leadership.”
Why they made the move to Linsco by LPL
The transition to LPL Financial was motivated by the advisors' aspiration for autonomy, greater business flexibility and access to enhanced resources.
“We have long wanted to have the control to operate on our terms with our own branding,” Stokes said. “We feel the LPL platform provides a wealth of strategic resources and innovative technology that will help us expand our value proposition to clients. We recognize the direction the industry is heading, so it was of upmost importance to join a firm that is dedicated to future growth and innovation.”
They were specifically drawn to the Linsco model, which serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice, their way. With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to focus on their clients.
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Joe and Ryne to LPL and congratulate them on taking control of their business with the launch Servant Path Wealth Partners. As more advisors seek flexibility in how they build their ideal practice, we will continue offer innovative capabilities and strategic wealth management resources designed to build value with clients and create thriving practices. We look forward to a long and successful relationship with Servant Path Wealth Partners.”
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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 nearly 29,000 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 LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
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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