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FUNDRAISING NEWS | January 22, 2025
Tags: Personnel, Financial Advisor Move
LPL Financial announced that Alpharetta, GA-based advisor team Johns Creek Financial has joined the firm’s broker-dealer, RIA, and custodial platforms from Kestra Financial, where they managed $385M in client assets, bolstering LPL’s presence in metro Atlanta.
Johns Creek Financial was founded by Michael R. Hyser in 2002, according to his LinkedIn profile. He teamed up with Brian J. McGill in 2019 and affiliated with Kestra. According to his BrokerCheck profile Hyser spent 12 years with NFP Advisors prior to Johns Creek. McGill, meanwhile, has spent time at Merrill Lynch, Morgan Stanley, Bank of America, and Ameriprise during the course of his career according to his BrokerCheck data.
Wealth management assistants Stacie Alexander and Alexis Griffin are included in the transition. The team will be focusing on providing investment services, tax strategies, and retirement and estate planning to high-net-worth individuals and businesses.
Written By: Dakota
March 06, 2023
February 15, 2024
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