LPL Financial Welcomes Strategic Wealth Partners
29 April 2024 - 3:00PM
LPL Financial LLC announced today that the advisors at Strategic
Wealth Partners have joined LPL Financial’s broker-dealer, RIA and
custodial platforms. The team reported serving approximately $860
million in advisory, brokerage and retirement plan assets* and
joins LPL from Lincoln Financial.
With 25 years of financial planning experience, Strategic Wealth
Partners owner Ryan Rayburn, CFP®, occupied various leadership,
recruitment and mentorship roles throughout his career before
stepping back to work more closely with individuals and
multi-generational families. He is joined by fellow advisor R.E.
“Mike” Woodard III, CFP®, and a six-member office staff.
Based in Dallas, with an additional registered office in Minden,
La., the Strategic Wealth Partners team offers personalized,
in-depth financial planning and investment analysis. They take a
holistic approach to wealth management and act as a quarterback for
their clients’ financial needs by working closely with CPAs and
attorneys to provide a comprehensive financial picture.
After learning Lincoln would be acquired, Rayburn and team
embarked on a due diligence quest that led them to LPL for the next
chapter of their business.
“The north star of everything we do has always been for the
client, and LPL emerged as the most seamless platform for our
clients’ future financial needs,” Rayburn said. “I wanted to align
with an organization that makes large investments in tools and
technology and has a strong track record of supporting advisors.
LPL's comprehensive suite of tools and resources were pivotal in
our decision-making and will enable us to deliver differentiated
services experiences that our clients expect.”
Rayburn is eager to expand his team by welcoming new advisors,
particularly those of a younger generation, and guiding them to
become integral members of the practice. He believes LPL’s scope
and size creates a strong value proposition in his recruitment
efforts.
Outside of work, the Strategic Wealth Partners team is
passionate about giving back to local Dallas charities and
strengthening the community by regularly supporting HopeKids and
Jonathan’s Place.
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Ryan, Mike and their team to the LPL
community and are proud they recognized us as the ideal partner for
the future of their business. Advisors need robust resources to
help differentiate the client experience and nurture a thriving
business, and we believe our innovative capabilities are a key
enabler for both. We look forward to supporting Strategic Wealth
Partners for years to come as they evolve their business and help
clients work toward financial security.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Strategic Wealth
Partners and LPL Financial are separate entities. LPL Financial
does not offer tax advice or tax related services.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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