Wealth Innovations Team Joins LPL Financial, Managing Approximately $200M
LPL Financial announced that the financial advisors of Wealth Innovations have joined LPL Financial's broker-dealer and Registered Investment Advisor platform. They reported serving approximately $200M in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP, and Samuel LaNeave. The team also includes Ashley LaNeave, Jeffery Brallier, Diane Norris and Janyce LaNeave. Together, they serve clients primarily along the Eastern Seaboard, focusing on individuals at or near retirement.
