LPL Financial said Thursday it had recruited two former Edward Jones veteran financial advisors, Todd Rosel and Larry D. Smith, with $310 million in client assets.
Based in Lexington, Tennessee, the pair will combine their practices to form a new firm, Integrity Wealth Advisor Group. The team includes staffers Sheree Brown and Paige Griggs.
Both Rosel and Smith moved their securities registration and licenses to LPL last month; Rosel had worked at Edward Jones since 2007 and Smith since 2011.
An Edward Jones spokesperson declined to comment.
"Everything we do revolves around helping people organize their wealth, make smart financial decisions and work toward their goals," Rosel said in a statement.
LPL works with more than 21,000 financial advisors and brokers across its various service models.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.