LPL Financial announced that financial advisor Brian Bogue has launched Texas Wealth Solutions through its Independent Advisor Network, bringing approximately $235 million in advisory, brokerage and retirement plan assets.
Based in Longview, Texas, Bogue joins from PNC Wealth Management and brings more than 25 years of experience serving primarily pre-retirees and retirees across East Texas. The move reflects his transition to full independence, enabled by LPL’s supported independence model, which provides integrated technology, operational support and business development resources.
Through the platform, advisors gain access to a combination of transition support, compliance and administrative services, as well as growth consulting and peer collaboration. Bogue cited flexibility, technology and personalized support as key factors in his decision, along with access to additional resources such as Financial Resources Group, which supports marketing and practice development.
The launch highlights continued momentum within LPL’s advisor network as more financial professionals seek independence while maintaining access to institutional capabilities and scalable infrastructure.
KEY QUOTES:
“My process starts with listening. I want clients to understand my role, how I’m compensated and why transparency matters from day one. From there, it’s about education — taking complex strategies and breaking them down into plain language so clients feel comfortable, informed and confident that we’re moving in the right direction, together.”
“Independence gives me the ability to focus on what I do best — strengthening relationships, educating clients and building a practice that supports both professional growth and personal balance. This move allows me to be more intentional with my time, my clients and the future of my business.”
“LPL had always been part of the conversation, but what ultimately solidified my decision was the combination of flexibility, technology and the personalized support structure behind the platform. I wanted the freedom to choose solutions that fit my clients without feeling like a small fish in a big pond. The customized support and collaborative culture gave me confidence that this was the right next step.”
“FRG’s approach to marketing and practice development really stood out. The depth of thinking around branding, website strategy and client engagement showed me how independence could support long-term growth, well beyond the transition.”
Brian Bogue, Founder, Texas Wealth Solutions
“We are pleased to welcome Brian to LPL. His commitment to transparency, education and client-first advice aligns with LPL’s mission to empower advisors with the independence, technology and support they need to run thriving businesses. We look forward to supporting Brian as he builds the next chapter of his practice with LPL.”
Marc Cohen, Chief Growth Officer, LPL Financial
