LPL Financial announced that advisors Bobby Lumpkin, Cindy Little, and Allina Bell of Capital Investment Services joined the firm’s broker-dealer and registered investment advisor platform with approximately $775 million in advisory, brokerage, and retirement plan assets.
The team transitioned to LPL Financial from Raymond James and is based in LaGrange, Georgia, serving entrepreneurs, business owners, multigenerational households, and retirement-focused clients.
Capital Investment Services said its advisory approach centers on long-term client relationships, personal connection, and comprehensive financial planning designed to support clients through major life and business transitions.
Bobby Lumpkin, who has 24 years of industry experience, was named to the Forbes Best-in-State Wealth Advisors list in 2024, 2025, and 2026.
According to the firm, the decision to join LPL followed a detailed due diligence process focused on platform flexibility, technology capabilities, independence, and cultural alignment. Capital Investment Services said LPL’s advisor-focused support structure and technology platform aligned with its operational and client service objectives.
The broader Capital Investment Services team also includes relationship managers Kirstin Caraway and Sandra Gay, along with client services associates Alicia Hensley, Camren Russell, and Sam Yates.
LPL Financial supports more than 32,000 financial advisors and approximately 1,100 financial institutions, overseeing approximately $2.3 trillion in brokerage and advisory assets.
KEY QUOTES:
“These achievements are truly a team effort. To effectively meet the needs of our clients daily, it takes a team of professionals that are completely committed to our mission of building long term client relationships.”
Bobby Lumpkin, Capital Investment Services
“Our relationships are built on a relational connection and a commitment to doing what is in our clients’ best interests. We believe in being available, present and fully engaged. Our team comes to work every day with purpose, passion and the shared mission of changing people’s lives.”
Bobby Lumpkin, Capital Investment Services
“LPL provided the best overall fit for our business. Their technologically sound platform supports the trading and planning capabilities we need, while their culture, rooted in genuine relationships and advisor-focused support, truly stood out. LPL gave us the flexibility to build a structure that benefits our clients and our team, and the people at LPL made all the difference in helping us craft a path forward.”
Bobby Lumpkin, Capital Investment Services
“We are happy to welcome Bobby and the entire Capital Investment Services team to LPL. Their deeply relational, client-first approach aligns closely with LPL’s purpose to empower advisors with the technology, flexibility and support they need to deliver personalized advice to clients. We look forward to supporting their continued growth as they make a positive impact on the families and business owners they serve.”
Marc Cohen, Chief Growth Officer, LPL Financial
