CHARLOTTE, N.C. – October 7, 2021 – Independent Advisor Alliance (IAA), an office of supervisory jurisdiction on LPL Financial LLC’s hybrid registered investment advisor platform, announced today that The 680 Group has joined its network of independent advisors.
Founded by Montague “Cosmo” Boyd, CFP®, The 680 group manages more than $400M* in brokerage and advisory assets, providing wealth, estate and tax planning services to clients in the Atlanta, GA area.
“Cosmo and his team require a partner who offers a customizable and comprehensive set of wealth management solutions, including marketing, compliance and technology services,” said Robert Russo, CEO and Founder of IAA. “This, combined with our experience helping advisors make a smooth transition, makes our partnership a win for both The 680 Group and their clients.”
“My clients deserve the very best service and understanding of their investment program,” added Boyd. “It’s this which allows them to do those things in life that they were meant to do and that they want to do; all while remaining confident in their financial plan.”
Jana Burke, Sheila Whitten and Emily Boyd round out the client service team, supporting The 680 Group’s daily mission of delivering outstanding results for their clients.
Boyd has spent more than four decades assisting clients in pursuing their financial goals, the last seven of which were as Managing Director with Stephens. Before Stephens he held several other positions, including as financial advisor and Senior Vice President at UBS Financial Services. Boyd received his Bachelor of Arts in English from The University of the South in Sewanee, Tennessee.
*Reported assets and client numbers have not been independently and fully verified by LPL Financial.
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 149 partner firms, servicing more than $14 billion of client assets of which $9.1 billion are assets under management as of September 2021.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
**Based on total revenues, Financial Planning magazine June 1996-2020. Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA, The 680 Group and LPL are separate entities.