LPL Financial : New LPL Strategic Wealth Services Practice Launches

LPLA

CHARLOTTE, N.C. - Jan. 24, 2022 -LPL Financial LLC today announced that financial advisors Andy Walker and Christian Covey have launched a new practice, Walker Covey Wealth Advisors, through affiliation with LPL Strategic Wealth Services model. Previously, the advisors were part of a firm working with approximately $350 million in advisory, brokerage and retirement plan assets.* They join LPL from Commonwealth.

Based in Utah County, Walker and Covey are Brigham Young University graduates who teamed up to combine their strengths in order to help clients better understand their finances and investments. "Working together, we've built a strong trust in each other. We're both grounded in our philosophy and systematic processes focused on principle-based investing," said Walker, managing partner and chief executive officer.

Walker and Covey are joined by Rebecca McEntire, who will act as the new firm's Director of Client Services. Covey, managing partner and chief investment officer, stated, "We are building a firm based on trust - trust with each other and trust with our clients. We're committed to continuous education, expanding our expertise and working tirelessly to do what's in the best interest for our clients."

Disclaimer

LPL Financial Holdings Inc. published this content on 24 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 January 2022 14:13:00 UTC.