LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel

Rhea-AI Summary

LPL Financial (Nasdaq: LPLA) announced that advisors Justin Flowers and Wally Bradley joined Linsco by LPL to launch Flowers-Bradley Wealth Management on October 7, 2025. The Atlanta-based team reported servicing approximately $320 million in advisory, brokerage and retirement plan assets and brings nearly 40 years of combined experience.

The advisors moved from Truist seeking greater autonomy and access to LPL’s integrated wealth-management platform, branch support, and marketing resources. LPL noted it supports over 29,000 advisors and custodys about $1.9 trillion in assets as of June 30, 2025.

Positive

• Adds approximately $320M in advisory, brokerage and retirement assets
• Team brings nearly 40 years of combined advisory experience

Negative

• None.

Insights

Wealth Management Strategist

LPL gains a modest but meaningful $320 million team addition that supports growth and distribution scale.

Flowers-Bradley Wealth Management brings approximately $320 million in advisory, brokerage and retirement plan assets and nearly 40 years of combined experience to LPL’s Linsco channel. This transaction increases LPL’s advisor-led distribution footprint and shifts principal tasks off the advisors through LPL’s stated back- and middle-office support, marketing and branch resources.

The primary dependencies are client retention, successful operational onboarding, and the team’s ability to scale its client base and staff while operating within LPL’s platform. Key risks include attrition of client relationships during transition and the pace at which the team converts platform support into new assets under management.

Watch client retention and reported assets over the next 12 months, the team’s headcount growth plans, and any disclosed changes to the client mix that affect recurring fee revenue. Also note LPL’s stated scale metrics: supporting over 29,000 advisors and servicing about $1.9 trillion in brokerage and advisory assets as of June 30, 2025, which provide context for integration capacity.

SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Flowers-Bradley Wealth Management of LPL Financial. They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.  

Based in the Atlanta Metro Area, the team offers nearly 40 years of combined experience and has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. The team aims to expand by increasing their client base, assets under management, and staff.

“There’s value in putting clients first. We meet each client without a fixed plan, gather information and create tailored solutions,” said Flowers. “We’re excited for this change, as backing from a firm with scale like LPL will support our growth while we uphold and further develop our core strengths.”

Why the Flowers Bradley Group made the move to Linsco by LPL

Looking to have more autonomy and flexibility, Bradley and Flowers turned to LPL Financial for the next chapter of their business.

With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to effectively delegate back- and middle-office work and shift focus to their clients.

“This transition will help us offer more resources and value to our clients. The freedom that LPL offers provides us with the ability to meet our clients’ needs better and give a variety of solutions and flexibility to customize their plan. Overall, LPL offers a great support system that in turn offers greater opportunities,” said Bradley.

Scott Posner, LPL managing director, business development, said, “We welcome Justin and Wally to the Linsco community. At LPL, we provide financial advisors with the freedom to operate on their own terms, and the innovative technology, comprehensive resources and strategic business solutions to help them deliver personalized advice and exceptional service experiences. We look forward to supporting the Flowers-Bradley Group for years to come.”

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About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Figures provided as of June 30, 2025. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

*Value approximated based on asset and holding details provided to LPL from end of year, 2024.

Media Contact: 
Media.relations@LPLFinancial.com 

Tracking #803873

FAQ

What did LPL announce about Flowers-Bradley Wealth Management on October 7, 2025?

LPL announced Justin Flowers and Wally Bradley joined Linsco by LPL to launch Flowers-Bradley Wealth Management, bringing about $320M in client assets.

How much in assets did the Flowers-Bradley team report when joining LPL (LPLA)?

The team reported servicing approximately $320 million in advisory, brokerage and retirement plan assets.

Why did Justin Flowers and Wally Bradley move to Linsco by LPL in 2025?

They sought more autonomy and flexibility plus access to LPL’s integrated platform, branch support, and marketing resources.

What scale does LPL report as of June 30, 2025 that supports new advisors?

LPL reported supporting over 29,000 advisors and custodying about $1.9 trillion in brokerage and advisory assets as of June 30, 2025.

Where is Flowers-Bradley Wealth Management based and what client segment do they serve?

They are based in the Atlanta Metro Area and primarily serve clients nearing retirement or beginning financial planning.