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Jul 21 2017

Georgia Advisory Firm with $351 AUM Joins LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Strong Gaddy Lee Wealth Management has joined its broker-dealer platform and aligned with Integrated Financial Group, an independent advisory firm on LPL’s hybrid registered investment advisor platform.

Gainesville, Georgia-based Strong Gaddy Lee Wealth Management oversees approximately $351 million of client brokerage and advisory assets. The team includes four advisors, Charlie Strong, Shane Gaddy, Kelly Lee and Kyle Bochat, and three professional staff members.

“There is an increasing need by Americans to have access to financial advice, and Strong Gaddy Lee is a firm that recognizes the value of supporting each and every investor, regardless of whether they are just beginning to accumulate wealth or need more intricate financial planning support,” said Steve Pirigyi, LPL executive vice president of business development. “LPL shares the same values and we look forward

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), served approximately $540 billion in brokerage and advisory assets as of May 31, 2017. LPL is the nation’s largest independent broker-dealer based on total revenues. The company provides technology, clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 financial institutions.

Integrated Financial Group oversees $2.9 billion in brokerage and advisory assets through LPL Financial and more than $1 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC.

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Article by: The DI Wire

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