Linsco Onboards Paxara Wealth Partners with $330M Assets from UBS
Linsco by LPL Financial has onboarded Paxara Wealth Partners—a six-advisor team led by Conley Thornhill, CFP®, CIMA®—from UBS, bringing approximately $330 million in advisory, brokerage and retirement plan assets. Based in Winter Haven, Fla., the team serves business owners, physicians, executives and retirees nationwide.
1. Team Joins Linsco
Linsco by LPL Financial has added Paxara Wealth Partners, a team of six advisors including founder Conley Thornhill, CFP®, CIMA®, and advisors Doug and Nikki Rathbun. The group transitioned from UBS to leverage LPL’s platform and expand their practice.
2. Asset Base and Client Focus
Paxara Wealth Partners manages approximately $330 million in advisory, brokerage and retirement plan assets. Headquartered in Winter Haven, Fla., the firm serves a national roster of business owners, physicians, executives and retirees navigating complex financial transitions.
3. Strategic Rationale and Impact
The Paxara team selected LPL for its advanced technology suite, advisor independence and non-proprietary product access. This addition enhances Linsco’s advisor network and contributes incremental assets, reinforcing LPL’s growth in the registered advisor channel.