Bradford Capital Group Joins LPL Financial’s Broker-Dealer, RIA, and Custodial Platforms

LPL Financial LLC, a leading financial services firm, has announced that Chris Bradford, Dave Meagher, and Stina Bradford have joined their broker-dealer, RIA, and custodial platforms. The team, known as Bradford Capital Group (BCG), brings with them approximately $150 million in advisory, brokerage, and retirement plan assets. They have transitioned from Securities America, part of Osaic (formerly Advisor Group), to join LPL Financial.

Based in Sacramento, California, BCG was founded by Chris Bradford, a former full-time college football coach at UC Davis who transitioned to the financial services industry in 2002. Dave Meagher, who has built and exited several software companies, joined the team earlier this year. Stina Bradford, Operations Manager at BCG since 2017, completes the dedicated team of qualified financial professionals.

BCG’s main focus is to act in their clients’ best interests by providing holistic wealth analysis and financial planning. They consider themselves partners to their clients as they build wealth and work towards their financial goals. The team at BCG is committed to coaching and educating their clients to navigate the ever-changing economy, marketplace, and tax laws.

With the industry evolving, the Bradford team has decided to shift their focus to helping business owners with exit strategies and providing private wealth management services to high-net-worth families. This strategic shift led them to join LPL Financial, as it offers an exclusive set of sophisticated services in the high-net-worth space. LPL Financial provides flexibility and options such as trust planning and concentrated wealth management, along with access to a team of specialists who support complex estate planning for high-net-worth families.

Scott Posner, LPL Executive Vice President of Business Development, expressed his excitement in welcoming Chris, Dave, and Stina to LPL. He highlighted LPL’s commitment to helping advisors build their ideal practice on their own terms by providing sophisticated high-net-worth resources, innovative digital capabilities, and robust business solutions.

LPL Financial Holdings Inc. was founded on the principle of working for advisors and enterprises, ensuring that they have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business. With nearly 22,000 financial advisors, LPL is dedicated to providing personalized guidance to Americans seeking financial advice.

As Bradford Capital Group joins LPL Financial, the partnership is expected to support their continued growth and provide exceptional service to clients as they build wealth and transfer it to the next generation. LPL’s commitment to advisors and enterprises positions them as a trusted partner for years to come.

For more information, please visit LPL Financial’s website or contact their media relations team.