LPL Financial (LPLA) announced that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the team includes Lloyd Baxter, George Cumbest, Darryl Meadows and Timothy Taranto. They were all born and raised on the Mississippi Gulf Coast and continue to be active members of their community. Coastal Wealth Management Group works with business owners, pre-retirees and retirees and has its sights set on advising clients in the music industry as well as college athletes.
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