Capital Investment Services joins LPL Financial with $775M in assets, enhancing client-focused advisory services.

Capital Investment Services, managing approximately $775 million in assets, has joined LPL Financial's platform, moving from Raymond James. The team, led by Bobby Lumpkin, is known for its client-first approach and deep personal connections, serving diverse clients including entrepreneurs and multigenerational families. They chose LPL for its technology, flexibility, and cultural fit, aiming to enhance their service capabilities. LPL Financial supports over 32,000 advisors and manages $2.3 trillion in assets, providing a broad range of tools and services to financial advisors.