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
LPL Scores $630M NJ Team from Corebridge
February 11, 2025
Ameriprise Nabs $130M Metro Sacramento Advisor from LPL
February 11, 2025
Bryn Mawr Trust Lands Doylestown (PA) Team from Truist
February 10, 2025
$200M NewSpring Wealth Joins Sanctuary Wealth from UBS
February 10, 2025
Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS
February 10, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy