LPL recruits $220 million Missouri team from Waddell & Reed
BMG Advisors has served clients in Kansas City for 35 years.
BMG Advisors, a Kansas City-based team, has joined LPL Financial from Waddell & Reed. BMG Advisors has served approximately $220 million in client assets.
Formerly known as Buford-Malone Group, the team includes Jennifer Malone, Andrew Rogers, Adam Hawley and Stephen Minshull. The team has served clients in Missouri for 35 years.
(More: Half a dozen Midwest advisers bolt from Waddell & Reed)
“We chose LPL because of the impressive technology and tools they offer that we believe can provide additional value to clients and help our business evolve,” said Ms. Malone, senior partner.
All former college athletes, the remains focused on wellness, teamword and comprehensive financial planning strategies for clients around the slogan, “Plan Your Story.”
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