Subscribe

Indie adviser managing $800 million moves to LPL from Kestra

Kip Adams and his team in Fort Worth, Texas, serve as the retirement and private wealth leaders for Gus Bates Insurance & Investments.

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. 

Physical changes to the office are the new normal

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print