LPL Adds $275M California FA Team from Ameriprise 

LPL Financial LLC has welcomed financial advisors Larry Hubbard, Craig Conner, and Jade Maasch to its broker-dealer, registered investment advisor (RIA), and custodial platforms, marking their transition from Ameriprise. Previously operating as Alliance Financial Partners, the team has rebranded as Legacy Premier Wealth Management and brings with it roughly $275 million in advisory, brokerage, and retirement plan assets.  

Based in Greeley, CO, and Cheyenne, WY, the group selected LPL for its flexibility, access to non-proprietary investment options, and streamlined technology. 

“LPL does not offer proprietary investment products, which allows us to provide the products and services our clients need,” said Hubbard. “Additionally, we appreciate LPL’s size and scale, along with its integrated, open architecture platform where we can access everything we need with a single sign-on.” 

This announcement follows LPL’s earlier reveal this month of Townsgate Wealth Management joining its ranks. That Westlake Village, CA-based team, overseeing approximately $1.15 billion in assets, moved from Wells Fargo Advisors Financial Network (FiNet). 

LPL Financial now supports nearly 29,000 financial advisors and around 1,200 financial institutions, collectively managing about $1.7 trillion in brokerage and advisory assets for roughly six million clients across the United States.