LPL Financial announced financial advisors Joe Young, CFP, and Ryne Stokes, CFP, have joined LPL’s employee advisor channel Linsco by LPL Financial to launch Servant Path Wealth Partners. And they reported serving about $400 million in advisory, brokerage and retirement plan assets and joined LPL from Synovus Securities.
Young is a seasoned professional based in Columbus, Georgia, with two decades of industry expertise. Stokes entered the financial services field in 2014, following his tenure at a bank during college and several years with the Social Security Administration. And they teamed up in 2018 to build a faith-based practice that offers a comprehensive suite of financial planning services centered around investment management, insurance, tax efficiency, retirement planning, estate planning and charitable giving.
They were specifically drawn to the Linsco model, which serves financial advisors seeking the core tenets of independence, including owning their client relationships and having the flexibility to run their practice their way. And with Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, a dedicated marketing consultant, and other resources that allow advisors to focus on their clients.
LPL Financial is among the fastest-growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying about $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans.
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“Our strengths are our experience, expertise, thorough planning process, responsiveness and approachability,” Young said. “Our goal is to simplify the complexity of financial planning, enabling our clients to focus their time and energy toward the people and causes that are most important to them. We are deeply grounded in our Christian faith, and our client relationships are guided by Biblical principles of love, empathy, stewardship, family, community, generosity, gratitude and servant leadership.”
– Joe Young, CFP
“We have long wanted to have the control to operate on our terms with our own branding. We feel the LPL platform provides a wealth of strategic resources and innovative technology that will help us expand our value proposition to clients. We recognize the direction the industry is heading, so it was of upmost importance to join a firm that is dedicated to future growth and innovation.”
– Ryne Stokes, CFP
“We welcome Joe and Ryne to LPL and congratulate them on taking control of their business with the launch Servant Path Wealth Partners. As more advisors seek flexibility in how they build their ideal practice, we will continue offer innovative capabilities and strategic wealth management resources designed to build value with clients and create thriving practices. We look forward to a long and successful relationship with Servant Path Wealth Partners.”
– Scott Posner, LPL Executive Vice President, Business Development
