Business UpdateJun 11, 2026, 08:56 AM
LPL Financial Welcomes Les Smith, $185M Advisor, from Edward Jones
AI Summary
LPL Financial LLC announced that Les Smith, CFP®, has joined its broker-dealer and Registered Investment Advisor platform. Smith brings approximately $185 million in advisory, brokerage, and retirement plan assets from Edward Jones. Based in Spring Hill, Tenn., Smith founded Smith Complete Wealth and has over a decade of experience serving pre- and post-retirement clients, particularly blue-collar individuals. He chose LPL for its advanced technology, flexibility, and advisor-first model, believing it will enhance his ability to serve clients with more customized and tactical investment approaches.
Key Highlights
- Les Smith, CFP®, joined LPL Financial's broker-dealer and RIA platform.
- Smith reported serving approximately $185 million in advisory, brokerage, and retirement plan assets.
- He joins LPL from Edward Jones and is the founder of Smith Complete Wealth.
- Smith has over a decade of experience serving pre- and post-retirement clients.
- He chose LPL for its advanced technology, flexibility, and advisor-first model.
- LPL Financial supports over 32,000 financial advisors and approximately $2.3 trillion in assets.
Price Impact
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