LPL Financial welcomes advisors Justin Flowers and Wally Bradley, launching Flowers-Bradley Wealth Management, serving $320 million in assets.
Quiver AI Summary
LPL Financial LLC announced that financial advisors Justin Flowers and Wally Bradley have joined its employee advisor channel, Linsco by LPL Financial, to establish Flowers-Bradley Wealth Management. The team, which has nearly 40 years of combined experience and previously worked at Truist, manages around $320 million in advisory and retirement plan assets. Based in the Atlanta Metro Area, they focus on clients nearing retirement or starting their financial planning journey. Flowers and Bradley are seeking to expand their client base and assets while benefiting from LPL's resources and support, which will allow them to provide customized solutions for their clients. Scott Posner of LPL welcomed the duo to the Linsco community, highlighting LPL's commitment to offering advisors the tools and autonomy they need to succeed.
Potential Positives
- LPL Financial has successfully attracted experienced advisors Justin Flowers and Wally Bradley, who bring approximately $320 million in advisory, brokerage, and retirement plan assets.
- The transition to Linsco by LPL Financial allows the Flowers-Bradley Group greater autonomy and flexibility, potentially enhancing client service and satisfaction.
- LPL Financial's robust resources and support are likely to facilitate the growth and expansion of the Flowers-Bradley Group, benefiting both the advisors and their clients.
- The addition of the Flowers-Bradley Group aligns with LPL's strategy of supporting financial advisors in delivering personalized advice and exceptional service experiences.
Potential Negatives
- The transition of financial advisors Justin Flowers and Wally Bradley to LPL’s employee advisor channel may indicate potential instability or dissatisfaction with their previous affiliation at Truist, which could raise concerns about retention of advisors and overall company morale.
- The press release emphasizes the autonomy and flexibility LPL offers, suggesting that previous limitations experienced by advisors may have driven this move, potentially reflecting a systematic issue within LPL's prior operational structure.
- The focus on increased client base and assets under management may imply that LPL Financial is seeking to rapidly grow its market presence, which could lead to overextension or challenges in maintaining service quality as it scales.
FAQ
Who are Justin Flowers and Wally Bradley?
Justin Flowers and Wally Bradley are financial advisors who recently joined LPL’s employee advisor channel, Linsco by LPL Financial.
What is the goal of Flowers-Bradley Wealth Management?
The goal of Flowers-Bradley Wealth Management is to expand their client base, assets under management, and team staff.
Why did the Flowers-Bradley Group join LPL Financial?
They joined LPL Financial for more autonomy and flexibility in offering tailored solutions to their clients.
What services does LPL Financial provide to advisors?
LPL Financial provides innovative technology, comprehensive resources, and strategic business solutions to help advisors deliver personalized advice.
How much advisory and brokerage assets does the team manage?
The Flowers-Bradley team manages approximately $320 million in advisory, brokerage, and retirement plan assets.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LPLA Congressional Stock Trading
Members of Congress have traded $LPLA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 05/13.
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$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
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- GREG GATES (Group Managing Director) has made 0 purchases and 44 sales selling 6,000 shares for an estimated $2,210,632.
- ANERI JAMBUSARIA (Group Managing Director) has made 0 purchases and 2 sales selling 160 shares for an estimated $59,619.
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$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 10/01/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Barclays issued a "Overweight" rating on 09/02/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
- Redburn Atlantic issued a "Buy" rating on 06/09/2025
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$LPLA Price Targets
Multiple analysts have issued price targets for $LPLA recently. We have seen 10 analysts offer price targets for $LPLA in the last 6 months, with a median target of $427.5.
Here are some recent targets:
- Brennan Hawken from BMO Capital set a target price of $365.0 on 10/03/2025
- Michael Cyprys from Morgan Stanley set a target price of $462.0 on 10/01/2025
- Alexander Blostein from Goldman Sachs set a target price of $405.0 on 09/12/2025
- Benjamin Budish from Barclays set a target price of $460.0 on 09/02/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $435.0 on 08/04/2025
- Michael Brown from Wells Fargo set a target price of $420.0 on 07/11/2025
- Bill Katz from TD Cowen set a target price of $403.0 on 07/09/2025
Full Release
SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Flowers-Bradley Wealth Management of LPL Financial . They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.
Based in the Atlanta Metro Area, the team offers nearly 40 years of combined experience and has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. The team aims to expand by increasing their client base, assets under management, and staff.
“There’s value in putting clients first. We meet each client without a fixed plan, gather information and create tailored solutions,” said Flowers. “We’re excited for this change, as backing from a firm with scale like LPL will support our growth while we uphold and further develop our core strengths.”
Why the Flowers Bradley Group made the move to Linsco by LPL
Looking to have more autonomy and flexibility, Bradley and Flowers turned to LPL Financial for the next chapter of their business.
With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to effectively delegate back- and middle-office work and shift focus to their clients.
“This transition will help us offer more resources and value to our clients. The freedom that LPL offers provides us with the ability to meet our clients’ needs better and give a variety of solutions and flexibility to customize their plan. Overall, LPL offers a great support system that in turn offers greater opportunities,” said Bradley.
Scott Posner, LPL managing director, business development, said, “We welcome Justin and Wally to the Linsco community. At LPL, we provide financial advisors with the freedom to operate on their own terms, and the innovative technology, comprehensive resources and strategic business solutions to help them deliver personalized advice and exceptional service experiences. We look forward to supporting the Flowers-Bradley Group for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Figures provided as of June 30, 2025. For further information about LPL, please visit www.lpl.com .
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “ Investor Relations ” or “ Press Releases ” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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