LPL: $600 Million Advisory Team Launches Legacy Ridge Private Wealth
By Amit Chowdhry ● Mar 13, 2026
Two veteran financial advisors have launched a new independent wealth management practice through LPL Financial’s supported independence platform. Frank Boley and Susie Garber-Johnson have formed Legacy Ridge Private Wealth after departing D.A. Davidson, where they spent 26 years and 20 years, respectively. The advisors reported serving approximately $600 million in advisory, brokerage, and retirement plan assets at their previous firm.