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LPL Welcomes Legacy Premier Wealth Management
LPLALPL Financial(LPLA) GlobeNewswire·2025-03-18 12:55

Core Insights - LPL Financial LLC has welcomed financial advisors Larry Hubbard, Craig Conner, and Jade Maasch, who have transitioned from Ameriprise, bringing approximately 275millioninadvisory,brokerage,andretirementplanassets[1][2][3]Group1:CompanyTransition−TheadvisorshaverebrandedtheirfirmasLegacyPremierWealthManagementafterleavingAllianceFinancialPartners[2]−TheteamisbasedinGreeley,Colorado,andCheyenne,Wyoming,andissupportedbyChiefOperatingOfficerRobTimme[2]Group2:MissionandVision−Theadvisorsaimtohelpclientscreatealastinglegacyandnavigatefinancialdecisionswithconfidence[3]−TheirmovetoLPLwasdrivenbythedesireforafirmthatalignswiththeirvisionforfuturegrowthandclientservice[3][4]Group3:BenefitsofJoiningLPL−LPL′snon−proprietaryinvestmentproductofferingallowstheadvisorstoprovidetailoredservicestotheirclients[4]−Theintegrated,openarchitectureplatformofLPLenablesseamlessaccesstonecessaryresourceswithasinglesign−on[4]−LPLFinancialsupportsnearly29,000financialadvisorsandmanagesapproximately275 million in advisory, brokerage, and retirement plan assets [1][2][3] Group 1: Company Transition - The advisors have rebranded their firm as Legacy Premier Wealth Management after leaving Alliance Financial Partners [2] - The team is based in Greeley, Colorado, and Cheyenne, Wyoming, and is supported by Chief Operating Officer Rob Timme [2] Group 2: Mission and Vision - The advisors aim to help clients create a lasting legacy and navigate financial decisions with confidence [3] - Their move to LPL was driven by the desire for a firm that aligns with their vision for future growth and client service [3][4] Group 3: Benefits of Joining LPL - LPL's non-proprietary investment product offering allows the advisors to provide tailored services to their clients [4] - The integrated, open architecture platform of LPL enables seamless access to necessary resources with a single sign-on [4] - LPL Financial supports nearly 29,000 financial advisors and manages approximately 1.7 trillion in brokerage and advisory assets [7]