LPL Financial announced that financial advisors Mark McAnally, Josh McAnally, and Brandon McAnally, CPA, joined its broker-dealer, RIA, and custodial platforms. This team reported serving about $250 million in advisory, brokerage, and retirement plan assets and joins LPL from Wells Fargo Advisors.
Based in Booneville, Mississippi, McAnally Investment Group is a family-run business led by Mark, who began his career in 2000 as a solo practitioner. Over the years, the practice evolved to include Josh and Brandon, who left careers in real estate and accounting to join their father and expand the firm’s offering. And Operations Manager Carlin Crowe assists them. Together, they provide personalized wealth management and financial services for every stage of their clients’ lives.
KEY QUOTES:
“I started my career with the hopes of building a family business, and my dream has become a reality as we embark on this partnership. As a team and family practice, we take a comprehensive, long-term approach to investment planning and portfolio management to help clients create and preserve their wealth for today and future generations.”
“After 24 years of changes from the wirehouses, it became evident that independence is a business necessity. We appreciate LPL’s commitment to putting advisors and the client relationship front and center. We now have autonomy and flexibility to build a practice to serve all our clients’ evolving needs, with no limitations or required minimums.”
“Working with an independent partner will allow us to enhance our relationships with clients and build a practice that truly puts their best interests first. The beauty of being in a small community is our clients are like family. We have very close relationships with them, and this move will give us more options, more flexibility and more personalized services to support their growing needs.”
– Mark McAnally
“It is a pleasure to welcome Mark, Josh, Brandon and Carlin to the LPL community. We’re honored this family team turned to LPL as they seek new ways to elevate service experiences and build their ideal practice. At LPL, we remain steadfast in our commitment to being a long-term partner by delivering a sophisticated wealth management platform and robust business tools designed to help advisors differentiate their practice and be successful serving the needs of their clients. We congratulate the McAnallys on the move to independence and look forward to a long-lasting relationship with the entire team.”
– Scott Posner, LPL Executive Vice President, Business Development
