Broadway Wealth Management Joins Linsco by LPL Financial – LPL Financial

CHARLOTTE, N.C. – September 8, 2022 – LPL Financial LLC announced today that the financial advisors at Broadway Wealth Management Group have joined LPL, affiliating with Linsco by LPL Financial, the firm’s employee advisor model. The group reported having managed approximately $600 million in advisory and brokerage assets,* and joins LPL from Merrill Lynch.

Driven by a determination to positively impact people’s lives, Broadway Wealth Management has made it their mission as financial professionals to help clients adopt healthy financial habits and accomplish their wealth management goals. With over 100 years of collective experience in different segments of the financial services industry, they understand the significance of face-to-face interactions with a client-centric approach. The team works closely with clients to discern their full financial picture and view their unique needs from a broader perspective.

The team at Broadway Wealth Management is not only well-versed in financial planning and preparing for their clients’ future, they are also passionate about doing meaningful work. They maintain a diverse level of experience and expertise to operate as a full-service firm with an emphasis on retirement planning. These seasoned financial professionals include Justin Hurd, David Earl Spencer, George Alessandria, Brandy Ebron, Sylvia Jorgensen, and Ryan Larragoity. Broadway Wealth Management of LPL Financial will operate out of two office locations: Oakland, CA. and Savannah, GA.

Why Broadway Wealth Management chooses Linsco by LPL Financial

Aiming to expand their suite of services and increase client assets, the team at Broadway Wealth Management ranked LPL Financial their top choice. “We were essentially looking for the best model to serve our clients and grow our practice without any distraction, and aligning with Linsco by LPL enables our firm to do just that,” said Hurd. “LPL offers the administrative support and turnkey services we need to fully dedicate our efforts to strengthening relationships with our clients and meeting their unique financial needs. At LPL, our team can find straightforward answers and solutions to our business issues, while enjoying the autonomy of building our brand and business in our day-to-day work.”

Linsco is an evolutionary model which places financial advisors front and center — their feedback fuels and inspires its innovation. Linsco advisors are equipped with the autonomy and flexibility to run their businesses efficiently, knowing that they are supported by robust resources, a dedicated marketing consultant and an experienced branch management team who serve as advocates and thought partners. As one of the country’s top wealth management firms, LPL’s ongoing investment in its platforms allows for scale and capacity to provide personalized advisory solutions and bespoke services.

The team at Broadway Wealth Management looks forward to integrating LPL’s sophisticated tools and solutions into their clients’ experience. “Our transition has been seamless — …….

Source: https://www.lpl.com/news-media/press-releases/broadway-wealth-management-jons-linsco-by-lpl-financial.html