LPL Financial: Skyward Financial joins broker-dealer, RIA platform

LPL Financial (LPLA) announced that the advisors of Skyward Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor platform. They reported serving approximately $700M in advisory, brokerage and retirement plan assets and join LPL from Wedbush Securities. Based in Houston, Skyward Financial was founded and is led by Matthew Houston, Lynn Houston and Ross Stripling. The team of six advisors have over 200 years of combined experience and takes a collaborative approach to helping clients establish their financial plans. They believe that educating, guiding and understanding their clients leads to their vision of achieving greater financial freedom. Most of their clients are business owners and retirees, but they also work with Major League Baseball players and are looking to expand their base of college athletes.