LPL adds $860m team from Lincoln Financial (2024)

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IAN WENIK, CITYWIRE RIA Editor’s Picks The Dallas-based advisory group also has an office in Minden, La. Leave a comment SageSpring has nearly 29,000 advisory accounts and uses Raymond James for custody and brokerage services. IAN WENIK, CITYWIRE RIA Editor’s Picks Opinion & Analysis In this guest column, Advisor Growth Strategies managing partner John Furey explores a concerning dynamic he’s observed as ‘opportunists’ increasingly invite themselves to the RIA dealmaking table. Better Business In a conversation informed by behavioral psychology, Orion executives Daniel Crosby and Tim Holland shared some tips for advisors on how to guide clients through uncertain times. Connect Another selection of the best pictures from Citywire RIA's CIO Summit in Austin, Texas. ETFS AUM in model portfolios has increased by nearly 50% since 2021 - and it's not just advisors who stand to gain from their newfound popularity. Publications Fix the future References

LPL adds $860m team from Lincoln Financial (1) LPL adds $860m team from Lincoln Financial (2)

IAN WENIK, CITYWIRE RIA

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The Dallas-based advisory group also has an office in Minden, La.

LPL adds $860m team from Lincoln Financial (3)

By Jake Indursky

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AnDallas-based teamfrom Lincoln Financial Group has moved over to LPL Financial.

Strategic Wealth Partners, which reported serving roughly $860 million in advisory, brokerage and retirement plan assets, has joined LPL’s broker-dealer, RIA and custodial platforms, according to LPL.

Owner and advisor Ryan Rayburn will be joined by advisor R.E. ‘Mike’ Woodward, who is based out of Minden, La., according to Securities and Exchange Commission filings. Rayburn has been registered as an advisor with Lincoln since 2014, while Woodward has been registered with Lincoln as an advisor since 2002.

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