Father-son duo managing $150 million join LPL

John and Evan McCoy, a father-and-son team whose Integrity Financial Services managed $150 million in Lancaster, Pennsylvania, have switched broker-dealer affiliations to LPL Financial from Securities America. They also will use LPL as their registered investment adviser and custodian.

John McCoy joined Integrity about 10 years ago with a partner adviser, who retired last year. Evan McCoy joined his father’s business in 2018. Staff members Susan Turman and Kris Martin joined in the move.

[ESG Video: Stanford Seed: A community for entrepreneurs]

The post Father-son duo managing $150 million join LPL appeared first on InvestmentNews.

You May Also Like

Leave a Reply

Your email address will not be published. Required fields are marked *