LPL Financial announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. This team reported serving about $860 million in advisory, brokerage and retirement plan assets and joins LPL from Lincoln Financial.
Strategic Wealth Partners owner Ryan Rayburn, CFP has 25 years of financial planning experience and occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multi-generational families. And he is joined by fellow advisor R.E. “Mike” Woodard III, CFP and a six-member office staff.
Based out Dallas, with an additional registered office in Minden, Louisiana, the Strategic Wealth Partners team offers personalized, in-depth financial planning and investment analysis. After learning Lincoln would be acquired, Rayburn and team conducted due diligence that led them to LPL for the next chapter of their business.
The Strategic Wealth Partners team is also passionate about giving back to local Dallas charities and strengthening the community by regularly supporting HopeKids and Jonathan’s Place.
KEY QUOTES:
“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. 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.”
- Ryan Rayburn
“We welcome Ryan, Mike and their team to the LPL community and are proud they recognized us as the ideal partner for the future of their business. Advisors need robust resources to help differentiate the client experience and nurture a thriving business, and we believe our innovative capabilities are a key enabler for both. We look forward to supporting Strategic Wealth Partners for years to come as they evolve their business and help clients work toward financial security.”
- Scott Posner, LPL Executive Vice President, Business Development
