Legacy Financial Planning has joined Raymond James Financial Inc.'s independent broker/dealer, Raymond James Financial Services, from LPL Financial Holdings Inc., according to a press release.
The team includes financial advisers Tamar Mogilski and Brian Bedford, in Rochester, N.Y. Mogilski has experience of over 30 years in the financial services sector, and Bedford has been in the industry for more than 15 years.
At LPL, the team managed more than $285 million in client assets.
Legacy Financial Planning is not a registered broker/dealer and is independent of Raymond James, according to the press release.