A SEAMLESS TRANSITION

LPL’s precision-guided transition processes helped move Tony Mayo’s practice to the next level.

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Moving firms doesn’t have to be a daunting process. LPL is structured to provide the support, tools and resources to make it a seamless transition.


Download our case study to discover how LPL Advisor, Tony Mayo of Atlas Private Wealth Advisors, broke away from their previous broker/dealer relationship to seek flexibility and branding of their practice at LPL. His story outlines the robust support from LPL’s transition specialists to help make his move as smooth as possible. As a result, his firm is structured for practice success now and in the future.

Gaining access to the resources, scope, and scale LPL offers has been a very positive move for the firm.

Atlas Private Wealth Advisors and LPL Financial are separate entities.

Get the Case Study