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Financial Advisory  + Broker/Dealers  + RIAs & Financial Advisors  + Wealth Management  | 
LPL Financial Recruits $775M Georgia Team from Raymond James

LPL Financial Recruits $775M Georgia Team from Raymond James

LPL Financial LLC announced that financial advisors Bobby Lumpkin, Cindy Little and Allina Bell of Capital Investment Services have joined LPL Financial’s broker-dealer and registered investment advisor platform with approximately $775 million in advisory, brokerage and retirement plan assets. The firm joins LPL from Raymond James.

LaGrange, GA-based Capital Investment Services serves a broad client base that includes entrepreneurs, business owners, multigenerational households and individuals.

The Capital Investment Services team selected LPL after a rigorous due-diligence process for its flexibility, independence, advanced technology, and cultural alignment.

“LPL provided the best overall fit for our business,” Lumpkin said. “Their technologically sound platform supports the trading and planning capabilities we need, while their culture — rooted in genuine relationships and advisor-focused support — truly stood out.

The Capital Investment Services team also includes: Kirstin Caraway, relationship manager; Alicia Hensley, client services associate; Camren Russell, client services associate; Sam Yates, client services associate; and Sandra Gay, relationship manager.

“We are happy to welcome Bobby and the entire Capital Investment Services team to LPL. Their deeply relational, client-first approach aligns closely with LPL’s purpose to empower advisors with the technology, flexibility and support they need to deliver personalized advice to clients,” said LPL’s Chief Growth Officer Marc Cohen.

Pictured: Capital Investment Services team

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Capital Investment ServicesLPL Financial

About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.