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Financial Advisory  + Broker/Dealers  + RIAs & Financial Advisors  + Wealth Management  |  May 8, 2026
LPL Financial Recruits $775M Georgia Team from Raymond James
By: Joe Palmisano

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

Read More News Stories About: LPL Financial
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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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