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LPL Financial LLC adds Capital Investment Services advisers with $775 million assets

PUBT·05/05/2026 12:55:14
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LPL Financial LLC adds Capital Investment Services advisers with $775 million assets
  • LPL Financial Holdings Inc. unit LPL Financial added Capital Investment Services to its broker-dealer and Registered Investment Advisor platform.
  • Move brings about $775 million in advisory, brokerage, retirement plan assets to LPL from Raymond James.
  • Capital Investment Services advisors Bobby Lumpkin, Cindy Little, Allina Bell will operate from LaGrange, Georgia.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 202605050855PRIMZONEFULLFEED9712797) on May 05, 2026, and is solely responsible for the information contained therein.