Commenting on the move, Bill Morrissey, executive vice president of business development at LPL Financial, said: "We are thrilled to welcome Legacy Financial Planning, which is led by two seasoned financial advisors with extraordinary reputations, Tammy Mogilski and Brian Bedford."
"We are pleased that such outstanding professionals have chosen LPL Financial for the comprehensive support capabilities we offer, so they may continue to service their clients with the highest quality of independent advice and complete investment freedom," Morrissey added.
Legacy Financial Planning is based in New York and provides retirement and estate planning services to a national clientele through its presence in upstate New York and New England. The firm is led by Tammy Mogilski and Brian Bedford, who are industry veterans with respectively 26 and 12 years of experience.
Further, Legacy Financial has also joined the hybrid RIA platform of Private Advisor Group, an independent producer group and hybrid RIA based in Morristown, NJ, which provides independent advisors across the United States with compliance, business development, succession planning, and other back and middle office support services.