Kip Adams and his five-person team have switched affiliations to LPL Financial from Kestra Financial. The team manages $800 million, which includes retirement, advisory and brokerage assets.
The group, based in Fort Worth, Texas, serve as the retirement and private wealth leaders for Gus Bates Insurance & Investments, a division of Hub International Texas.
Adams has 15 years of experience and had been affiliated with Kestra since 2007, according to his BrokerCheck record.
The team includes advisers Blake Hiett and Spencer Stilwell, senior account manager Susan Blassingame and two additional staff members.
Markets digest latest words on trade war, Fed chair’s position.
More advisors are using subscription models for financial planning services.
From Powell to China, president eases back rhetoric.
And profit guidance is set to weaken further in coming quarters.
Gold trades above $3,330 amid mixed tariff signals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
