New Duo, Servant Path Wealth Partners, Joins LPL Financial
SAN DIEGO, Feb. 25, 2025 – LPL Financial LLC, a leading retail broker-dealer and registered investment advisor (RIA) firm, announced the addition of two new financial advisors, Joe Young, CFP®, and Ryne Stokes, CFP®, to its employee advisor channel, Linsco by LPL Financial. The duo brings approximately $400 million in advisory, brokerage, and retirement plan assets under management.
Background
Previously, Young and Stokes were associated with Synovus Securities. With a shared passion for delivering personalized financial guidance, they decided to join forces and launch Servant Path Wealth Partners under the LPL umbrella.
Impact on the Industry
The financial services industry is always evolving, and the addition of Servant Path Wealth Partners to LPL Financial is an exciting development. This merger not only strengthens LPL’s presence in the industry but also demonstrates the firm’s commitment to attracting top talent.
- LPL Financial’s asset base continues to grow, further solidifying its position as a leading player in the industry.
- Young and Stokes bring a wealth of experience and expertise to the table, enhancing the overall capabilities of Linsco by LPL Financial.
- The new partnership may lead to the development of innovative financial solutions and services for clients.
Impact on Clients
The arrival of Servant Path Wealth Partners at LPL Financial is great news for clients. With their focus on personalized financial guidance, the duo is expected to:
- Provide comprehensive wealth management services, including investment advice, retirement planning, and estate planning.
- Offer objective, unbiased recommendations based on clients’ unique financial situations and goals.
- Leverage LPL’s robust technology platforms and resources to deliver a seamless client experience.
Conclusion
The financial services landscape is constantly shifting, and the addition of Servant Path Wealth Partners to LPL Financial is a testament to the firm’s dedication to growth and innovation. As clients continue to seek personalized financial guidance, the expertise and experience brought by Young and Stokes will undoubtedly make a significant impact. Together, they will deliver a superior client experience and contribute to the ongoing success of LPL Financial.
This development is a win-win situation for all parties involved, and we look forward to witnessing the positive changes that will ensue.
*Please note that this figure represents the total assets under management at the time of joining LPL Financial.
