LPL Financial Welcomes Longstreet Wealth Management
LPL Financial (Nasdaq: LPLA) announced on November 19, 2025 that partners of Longstreet Wealth Management — Taylor Graves and Wayne Pierson — joined LPL’s broker-dealer and RIA platform, transferring from Raymond James.
Longstreet serves approximately $175 million in advisory, brokerage and retirement plan assets and operates near Lubbock, Texas, with offices in Amarillo and Hereford. The team cited greater flexibility, seamless CRM integration, AI meeting-management compatibility, and broader alternative investment options as reasons for choosing LPL. LPL said it supports over 32,000 advisors and services approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq: LPLA) ha annunciato il 19 novembre 2025 che i partner di Longstreet Wealth Management — Taylor Graves e Wayne Pierson — si sono uniti alla piattaforma broker-dealer e RIA di LPL, trasferendosi da Raymond James.
Longstreet gestisce circa 175 milioni di dollari in assets di consulenza, brokerage e piani pensionistici e opera vicino a Lubbock, in Texas, con uffici ad Amarillo e Hereford. Il team ha citato maggiore flessibilità, integrazione CRM snella, compatibilità con la gestione delle riunioni AI e opzioni di investimento alternative più ampie come motivi per scegliere LPL. LPL ha dichiarato di supportare oltre 32.000 consulenti e di servire circa 2,3 trilioni di dollari in asset di brokeraggio e consulenza.
LPL Financial (Nasdaq: LPLA) anunció el 19 de noviembre de 2025 que los socios de Longstreet Wealth Management — Taylor Graves y Wayne Pierson — se unieron a la plataforma de broker-dealer y RIA de LPL, tras migrar desde Raymond James.
Longstreet gestiona aproximadamente $175 millones en activos de asesoría, corretaje y planes de retiro y opera cerca de Lubbock, Texas, con oficinas en Amarillo y Hereford. El equipo citó mayor flexibilidad, integración sin fisuras con CRM, compatibilidad de gestión de reuniones AI y opciones de inversión alternativas más amplias como motivos para elegir LPL. LPL dijo que respalda a más de 32,000 asesores y atiende aproximadamente $2.3 billones de activos de corretaje y asesoría.
LPL Financial (나스닥: LPLA)은 2025년 11월 19일에 Longstreet Wealth Management의 파트너인 Taylor Graves와 Wayne Pierson이 LPL의 브로커-딜러 및 RIA 플랫폼에 합류했고 Raymond James에서 이전했다고 발표했습니다.
Longstreet는 약 $175 million의 자문, 중개 및 퇴직연금 자산을 보유하며 텍사스주 러벅 근처에서 운영되며 아마릴로와 히어포드에 사무소를 두고 있습니다. 팀은 더 큰 유연성, 원활한 CRM 통합, AI 미팅 관리 호환성, 더 넓은 대체 투자 옵션을 이유로 LPL을 선택했다고 언급했습니다. LPL은 32,000명 이상의 자문가를 지원하고 약 $2.3조의 중개 및 자문 자산을 서비스한다고 밝혔습니다.
LPL Financial (NYSE: LPLA) a annoncé le 19 novembre 2025 que les partenaires de Longstreet Wealth Management — Taylor Graves et Wayne Pierson — ont rejoint la plateforme de courtage et RIA de LPL, en passant de Raymond James.
Longstreet gère environ 175 millions de dollars d'actifs de conseil, de courtage et de régimes de retraite et opère près de Lubbock, au Texas, avec des bureaux à Amarillo et Hereford. L'équipe a cité une plus grande flexibilité, une intégration CRM transparente, une compatibilité de gestion de réunions assistée par IA et des options d'investissement alternatives plus vastes comme raisons du choix de LPL. LPL a déclaré qu'il prend en charge plus de 32 000 conseillers et dessert environ 2,3 trillions de dollars d'actifs de courtage et de conseil.
LPL Financial (Nasdaq: LPLA) gab am 19. November 2025 bekannt, dass die Partner von Longstreet Wealth Management — Taylor Graves und Wayne Pierson — der Broker-Dealer- und RIA-Plattform von LPL beigetreten sind und von Raymond James gewechselt haben.
Longstreet verwaltet ungefähr 175 Mio. USD in Beratungs-, Brokerage- und Ruhestandsplanvermögen und betreibt nahe Lubbock, Texas, mit Niederlassungen in Amarillo und Hereford. Das Team nannte größere Flexibilität, nahtlose CRM-Integration, KI-Meeting-Management-Kompatibilität und breitere Optionen für alternative Investitionen als Gründe für die Wahl von LPL. LPL sagte, dass es über 32.000 Berater unterstützt und etwa 2,3 Billionen USD an Brokerage- und Beratungsvermögen betreut.
LPL Financial (ناسداك: LPLA) أعلن في 19 نوفمبر 2025 أن شركاء Longstreet Wealth Management — تايلور جريفز وويلين Pierson — انضموا إلى منصة السمسرة والوسطاء وإدارة الثروات (RIA) من LPL، بعدما انتقلوا من Raymond James.
تدير Longstreet نحو 175 مليون دولار من أصول الاستشارات والسمسرة وخطط التقاعد وتعمل بالقرب من لوبوك بولاية تكساس، ومكاتبها في آماريّلو وهيرفورد. وذكر الفريق أسباباً لاختيار LPL منها زيادة المرونة، وتكامل CRM بسلاسة، وتوافق إدارة الاجتماعات بالذكاء الاصطناعي، وخيارات استثمار بديلة أوسع.
قالت LPL إنها تدعم أكثر من 32,000 مستشار وتخدم نحو 2.3 تريليون دولار من أصول السمسرة والاستشارات.
- $175 million in advisory, brokerage and retirement plan assets joined LPL
- Team brings nearly four decades of combined advisor experience
- Selection driven by CRM and AI meeting-tool integration for efficiency
- Access to LPL alternative investments expanded for Longstreet clients
- None.
Insights
LPL added a small advisory team bringing roughly
Longstreet Wealth Management transitioned its broker-dealer and RIA relationship to LPL and reported serving approximately
The business mechanism is straightforward: LPL expands its advisor network and assets under custody while the team gains platform integrations and product access. Key dependencies include successful technology integrations with the team’s CRM and AI meeting tool, and retention of the team’s client base during and after the transition. Monitor integration milestones, client retention rates, and any stated timelines for CRM/AI tool deployment over the next several months to a year.
SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Longstreet Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately
Located near Lubbock, Texas, with offices in Amarillo and Hereford, the team is comprised of Taylor Graves, CFP®, and Wayne Pierson. Together, they bring nearly four decades of combined experience and serve a diverse client base — including retired individuals, small business owners who are seeking guidance on succession planning, farmers, ranchers and entrepreneurs. Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.
"We like to spend a lot of time with our clients, offering a personal touch and embracing genuine empathy. Our goal is to help clients navigate their uncertainties and fears, and to let them know that we truly understand what they're going through,” said Pierson. “Clients look to us for confirmation and guidance, and we strive to keep their expectations balanced. By intentionally serving fewer clients, we’re able to build deeper relationships and have the capacity to take care of each one thoughtfully. Our business is built on purpose and intention."
Graves continued, “We feel we’re distinct in the way we approach our client relationships. We obviously want good financial outcomes for all of our clients, but we also truly care about them and their families and want to be there to celebrate the good times and offer guidance when times get tough.”
Why Longstreet Wealth Management Chose LPL
Looking for greater flexibility and access to advanced technology for their clients, the team — which also includes Client Relationship Manager Rosanne Klein and Sales Assistant Megan Pierson — turned to LPL.
“We decided to align with LPL primarily because their technology platform works seamlessly with our customer relationship management (CRM) software and other tools we utilize in our practice. Building integrations with our CRM and our AI meeting management tool will add efficiency and capacity to our practice while delivering a sophisticated client experience,” said Graves.
Pierson said, "In addition to advanced technology, there will be more robust options available within the alternative investments space."
Scott Posner, Managing Director, Business Development, said, “We welcome Taylor and Wayne to the LPL community. LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Longstreet Wealth Management 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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Longstreet Wealth Management and LPL Financial are separate entities.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:
Media.relations@LPLFinancial.com
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FAQ
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