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FUNDRAISING NEWS | March 20, 2024

LPL Adds Mississippi FA Team from Wells Fargo

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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.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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