LPL Financial announced that three financial advisers who teamed up to form Broadway Graham Wealth Partners have joined LPL Financial’s broker-dealer and hybrid registered investment adviser (RIA) platforms, aligning with the Private Advisor Group (PAG), one of LPL’s large providers of supervisory responsibilities and one of the fastest growing RIAs in the nation. The Broadway Graham firm’s advisers reported having collectively served approximately $370 million in brokerage and advisory assets. They join from Wells Fargo Clearing Services.
Financial advisers Shane Adkins CFP®, Zach Bromley and Jay Cole launched the Springfield, Ill.–based independent practice to offer a comprehensive, collaborative and holistic approach to their client base. Each adviser brings unique skills; Bromley specializes in investment management and relationship building, Adkins has a financial planning background and Cole’s focus is corporate retirement plans. The team also includes operat
