Georgia Adviser Pair With $400M in Assets Joins LPL’s Linsco Channel
Financial advisers Joe Young, CFP, and Ryne Stokes, CFP, have joined LPL’s employee adviser channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage, and retirement plan assets and join LPL from Synovus Securities.
Based in Columbus, Ga., Young has two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at a bank during college and several years with the Social Security Administration. They teamed up in 2018 to build practice that offers financial planning services centered around investment management, insurance, tax efficiency, retirement planning, estate planning and charitable giving.
“Our strengths are our experience, expertise, thorough planning process, responsiveness, and approachability,” Young said. “Our goal is to simplify the complexity of financial planning, enabling our clients to focus their time and energy toward the people and causes that are most important to them. We are deeply grounded in our Christian faith, and our client relationships are guided by Biblical principles of love, empathy, stewardship, family, community, generosity, gratitude, and servant leadership.”
LPL said the advisers’ transition was motivated by their drive for autonomy, greater business flexibility, and access to enhanced resources.
“We have long wanted to have the control to operate on our terms with our own branding,” Stokes said. “We feel the LPL platform provides a wealth of strategic resources and innovative technology that will help us expand our value proposition to clients. We recognize the direction the industry is heading, so it was of upmost importance to join a firm that is dedicated to future growth and innovation.”
The ex-Synovus team was specifically drawn to the Linsco independence model, LPL said, because of the ability to own their client relationships and to run the practice their way. With Linsco, advisers have access to LPL’s wealth management platform and resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant, and other resources that allow advisers to focus on their clients.
In January, financial adviser John Somerville teamed with Linsco to launch Somerville Wealth Management. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets, and joined from D.A. Davidson & Co. He operates from a Santa Barbara, Calif.-based Linsco office.
“As more advisers seek flexibility in how they build their ideal practice, we will continue offer innovative capabilities and strategic wealth management resources designed to build value with clients and create thriving practices. We look forward to a long and successful relationship with Servant Path Wealth Partners,” said Scott Posner, executive vice president of business development at LPL.
LPL Financial Holdings Inc. serves nearly 29,000 financial advisers nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.7 trillion as of Dec. 31, 2024.
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