LPL Financial LLC announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial.
With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multi-generational families. He is joined by fellow advisor R.E. “Mike” Woodard III, CFP®, and a six-member office staff.
Based in Dallas, with an additional registered office in Minden, La., the Strategic Wealth Partners team offers personalized, in-depth financial planning and investment analysis. They take a holistic approach to wealth management and act as a quarterback for their clients’ financial needs by working closely with CPAs and attorneys to provide a comprehensive financial picture.
After learning Lincoln would be acquired, Rayburn and team embarked on a due diligence quest that led them to LPL for the next chapter of their business.
“The north star of everything we do has always been for the client, and LPL emerged as the most seamless platform for our clients’ future financial needs,” Rayburn said. “I wanted to align with an organization that makes large investments in tools and technology and has a strong track record of supporting advisors. LPL’s comprehensive suite of tools and resources were pivotal in our decision-making and will enable us to deliver differentiated services experiences that our clients expect.”
Rayburn is eager to expand his team by welcoming new advisors, particularly those of a younger generation, and guiding them to become integral members of the practice. He believes LPL’s scope and size creates a strong value proposition in his recruitment efforts.
Outside of work, the Strategic Wealth Partners team is passionate about giving back to local Dallas charities and strengthening the community by regularly supporting HopeKids and Jonathan’s Place.
Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!