LPL Financial Welcomes New Advisors from Academy Financial and PFG Advisors
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LPL Financial Welcomes New Advisors
LPL Financial LLC (Nasdaq: LPLA) has announced that over 30 financial advisors from Academy Financial, Inc., and PFG Advisors have joined its broker-dealer, RIA and custodial platforms. These advisors collectively report serving approximately $4 billion in advisory, brokerage, and retirement plan assets and have transitioned from Lincoln Financial, now part of Osaic.
About Academy Financial
Academy Financial, founded in 1992 by U.S. Military Academy graduate Harry Horn, CLU, ChFC, CRPC, has established a client-centric firm based on integrity, professionalism, and service. The firm has evolved into a multidisciplinary financial planning firm that specializes in innovative wealth creation and preservation strategies. Academy is currently led by partners Brent J. Kvech, AWMA, T. Joseph Barger, CRPC, CLTC, Michael T. Leonard, ChFC, CRPC, and Michael C. McFeeley, CFP, MSFS, CRPC, CBEC, who brings a wealth of experience and a commitment to excellence.
Overview of PFG Advisors
PFG Advisors, based in Berwyn, Pa., focuses on comprehensive financial planning, specializing in business succession planning, estate planning, and corporate retirement strategies. The firm is led by Tyler McCraw, CFP, and Steve Morris, ChFC, CRPC, CBEC.
Unity Under the Academy Brand
With their move to LPL, Academy Financial and PFG Advisors will operate under the Academy brand umbrella, unifying their commitment to building and preserving wealth for families, executives, and business owners. Kvech expressed enthusiasm for the collaboration, emphasizing a shared serve-first approach aimed at helping clients achieve their financial goals.
Commitment to Operational Excellence
The teams aim to leverage LPL’s enhanced operational capabilities and advanced tools to efficiently manage client portfolios while focusing on delivering personalized financial advice. Kvech remarked on LPL’s stability as a Fortune 400 company, stating that it empowers the firms to operate independently with a supportive infrastructure.
Supporting Advisor Success
Scott Posner from LPL stated, "We welcome Academy Financial and PFG Advisors to LPL. Our goal is to help advisors maximize their success with innovative technology and resources, thereby enabling them to deliver exceptional advice and thrive in their businesses." LPL is dedicated to supporting Academy Financial and PFG Advisors as they advance their practices.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was built on the principle of serving advisors and institutions. It currently supports nearly 23,000 financial advisors across various institutions and registered investment advisor firms nationwide, emphasizing independence and providing the resources needed for advisors to flourish.
Frequently Asked Questions
What is LPL Financial?
LPL Financial is a leading financial services firm that supports financial advisors and institutions with a wide range of resources and services.
Who are the new advisors joining LPL Financial?
Over 30 financial advisors from Academy Financial and PFG Advisors are joining LPL Financial.
What services do Academy Financial and PFG Advisors provide?
Both firms specialize in comprehensive financial planning, including wealth creation, preservation strategies, business succession planning, estate planning, and corporate retirement strategies.
What is the significance of this merger?
The merger allows both firms to unify their efforts under the Academy brand, expanding their capabilities to serve clients effectively.
How does LPL Financial support its advisors?
LPL provides innovative technology, tools, and a flexible operating environment to empower advisors in delivering quality advice and growing their businesses.
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