LPL Adds Mississippi FA Team from Wells Fargo

LPL has added The McAnally Investment Group from Wells Fargo. They manage around $250 million and are based in Booneville, Mississippi.

The team includes leader, J. Mark McAnally, his sons Josh and Brandon McAnally, and support staffer Carlin Crowe. Their shift to LPL's traditional independent channel marks their departure from nearly 25 years of working within wirehouse models. The decision to leave was partly due to frustrations with policies on smaller accounts at their former firm.

J. Mark McAnally initiated his career at Edward Jones in 2000 and moved to Wells Fargo in 2011. While Josh and Brandon started their careers at Wells in 2016 and 2023, respectively. Brandon also holds a CPA designation. The team emphasizes their newfound ability to offer personalized service without the constraints of account minimums.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

LPL Adds Mississippi FA Team from Wells Fargo

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company