LPL Financial LLC announced today that Walker Alston Financial Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $200 million in advisory and brokerage assets*, and joins LPL from Securities America, part of the Advisor Group network of broker-dealers.
Based in San Antonio, Texas, Walker Alston Financial Group was founded in 2017 when financial advisors Stephen Walker and Wes Alston joined their individual practices to create a boutique firm that serves the comprehensive financial needs of multigenerational clients. The team also includes Paula Johnson, director of client services, and Jaime Gage, director of operations.
“We’re in this business to see families prosper from one generation to the next, to help people plan for retirement and to give back to the community that has been so good to us,” said Alston, who noted that he and Walker both grew up in South Texas and have deep ties to the area. “We provide highly personalized, concierge services to help take care of all aspects of wealth management, coordinating closely with tax professionals and estate attorneys as needed.”
Walker and Alston share an entrepreneurial spirit and a mission to always do what’s best for their clients. That commitment drove them to LPL.
“Given the market volatility and current environment, we decided it was time to find a new partner at a larger firm to provide clients with a better foothold,” Alston said. “We looked across a range of wealth management firms and determined that LPL would be the best fit for our clients and business. LPL has established itself as a market leader and has all the resources we need to provide customers with differentiated experiences. Our clients will have enhanced technology and easy access to their account information, all incorporated into one easy to use system.”
Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Stephen and Wes to the LPL community and wish them great success with the next chapter of their business. We appreciate their mission to put clients’ best interests first, and we are committed to supporting their goals by providing advisors with innovative resources, integrated capabilities and access to a wide range of non-proprietary investment products. We look forward to supporting the entire Walker Alston team for years to come.”
(This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:- https://www.lpl.com/news-media/press-releases/walker-alston-financial-group-joins-lpl-financial.html)