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TheStreet Open House

LPL Financial Welcomes Legacy Financial Planning To Broker-Dealer Platform And Private Advisor Group Hybrid RIA

Stocks in this article: LPLA

Mr. Bedford said, "We found LPL Financial to be head and shoulders above the rest of the industry.  They have done an outstanding job of putting the client's interests first. We have also enjoyed invaluable support from Private Advisor Group, which has made our transition, and the transition of our clients, to our independent advisory firm smooth and seamless. We greatly appreciate their help and could not have done it without them."

About Legacy Financial Planning Legacy Financial Planning is an investment advisory firm dedicated primarily to retirement and estate planning.  Based in Rochester, NY, Legacy Financial Planning services upstate New York and parts of New England, and serves a national clientele.  It specializes in providing retirement-oriented financial planning advice and instruction to employees of large organizations, including Fortune 500 companies.  Its principals, Tamar Mogilski and Brian Bedford, and their staff serve approximately 400 clients with a total of 1,500 accounts and investment assets of more than $150 million held with the Private Advisor Group.

About LPL Financial LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2012), a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,100 financial advisors and approximately 685 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with headquarters in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

LPL Financial.  A Registered Investment Advisor.

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