LPL Monetary has added a father and daughter advisor group in Flowood, Miss., managing almost $200 million in consumer property. Dan and Olivia Countiss, who’ve launched their new follow, Countiss Wealth Administration, be a part of from Edward Jones.
The group, which serves almost 500 households and enterprise homeowners, additionally consists of Funding Analyst Chandler Duke and Consumer Affiliate Christy Walker.
Countiss was drawn to LPL for its monetary planning software program, know-how, and the power to offer recommendation on shoppers’ 401(ok) plans.
“With 401(ok)s being the primary car for retirement financial savings, shoppers have been asking for recommendation on the right way to make investments their 401(ok) {dollars}, and Countiss Wealth Administration will now be capable to assist shoppers with this vital a part of their monetary image,” Olivia Countiss mentioned in an announcement.
Dan Countiss grew to become an advisor at Edward Jones in 2010, after proudly owning a enterprise and promoting it. His personal expertise gave him the power to information enterprise homeowners by way of comparable transitions. Olivia Countiss joined her father in 2015.
This follows information earlier this week that LPL recruited one other father and daughter group with roughly $290 million in property from Morgan Stanley. James and Amanda Zack launched The Zack Wealth Group beneath LPL’s worker advisor mannequin, Linsco by LPL Monetary.
Final week, the impartial dealer/supplier added First Summit Capital Administration, an advisor group in Wilmington, Del., with about $380 million in property, from PNC Investments.
