LPL Financial has added a father-son advisor duo with $450 million in advisory, brokerage, and retirement plan assets to its broker-dealer, registered investment advisor, and custodial platforms from Raymond James. 

Financial advisors Robert and Keegan Bell have launched their independent practice, Bell Wealth Partners. The team is joined by financial advisor Tom Cook and client associates Renee Schoettle, Margarita Duran-Espino, Jamie Walker, and Kirsten Bell, LPL said. 

Fairbanks, AK-based Bell Wealth Partners offers wealth management, tax planning, financial planning, and legacy planning to high-net-worth individuals, businesses, pre-retirees, and retirees.  

“We’re moving to LPL so we can add more value to the client experience as we seek new ways to go above and beyond,” Robert Keegan said. “We want to be a one-stop shop—a center to help with a clients’ entire financial situation. This move allows us to really increase that value add and better take care of them, not just for them but for the next generation of wealth and the transfer to their beneficiaries.” 

Bell Wealth Partners chose LPL because of its 1099 affiliation channel, Strategic Wealth Services, technology, and its dedication to Blue Wealth’s “aspiration to augment client experiences and cater to the next generation of wealth,” the firm said. 

Recently, LPL has added a Fresno, CA-based financial advisor from Osaic Wealth, who manages about $250 million in client assets. 

LPL Financial has approximately $1.8 trillion in brokerage and advisory assets and supports over 29,000 financial advisors across 1,200 financial institutions, according to the firm.