LPL Financial Adds $322 Million Atlanta Team Formerly With Truist
Justin Flowers and Wally Bradley recently joined LPL Financial’s employee adviser channel, Linsco by LPL Financial, to launch Flowers-Bradley Wealth Management. They report serving approximately $322 million in advisory, brokerage, and retirement plan assets and join LPL from Truist.
Based in the Atlanta metropolitan area, the team has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. With the new affiliation, 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.”
Looking to have more autonomy and flexibility, Bradley and Flowers turned to LPL Financial for the next chapter of their business.
With Linsco, advisers have access to LPL’s wealth management platform and business resources, along with the additional benefits of having support from a branch management team, primary marketing consultant, and other tools that allow advisers 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 advisers 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.”
Last month, advisers DJ Totland and Christopher Meyer, with support from Rob Tendler and the Harbor Lights Financial Group team – an existing firm which re-affiliated with LPL Financial in September 2024 – came together to form Lighthouse Private Wealth. The practice, previously with RBC, joined LPL Financial’s broker-dealer and registered investment adviser platform and reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets.
LPL’s total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025, partially due to the successful closing of its Commonwealth acquisition.
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