Senior Consultant – Nate has a wealth of experience and a passion for helping financial advisors optimize their businesses, making him a perfect fit at Diamond Consultants. Learn more...
Two advisors managing a combined $325mm in client assets chose LPL Financial through OSJ partners, seeking the freedom of business ownership without building entirely alone. Guided by Diamond Consultants, Les Smith and Rick Batey found a path that balanced independence, support, and growth.
By Andrew Cohen, InvestmentNews - After 11 years at Edward Jones, Tennessee-based advisor Les Smith has departed to affiliate with LPL Financial and form Smith Complete Wealth with around $135 million in current assets.
