LPL Financial Welcomes Capital Investment Services

LPL Financial LLC announced that financial advisors Bobby Lumpkin, Cindy Little and Allina Bell of Capital Investment Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The firm reports approximately $775 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.

Capital Investment Services serves a broad client base that includes entrepreneurs, business owners, multigenerational households and individuals at every stage of the retirement journey. They are based in LaGrange, Ga., approximately 60 miles southwest of Atlanta. The team’s client philosophy is rooted in deep personal connection, faith and a steadfast commitment to changing lives — not just managing money.

With 24 years of industry experience, Lumpkin has been named to the Forbes list of Best-in-State Wealth Advisors for 2024, 2025 and 2026, an achievement recognized as part of his longstanding dedication to client-first service.

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While reflecting on the importance of his team, Lumpkin said, “These achievements are truly a team effort. To effectively meet the needs of our clients daily, it takes a team of professionals that are completely committed to our mission of building long term client relationships.”

Capital Investment Services is grounded in a strong culture shaped by its core values, which inform every client interaction, planning conversation and investment decision the firm makes. The primary goal is to help clients achieve their financial goals and supporting them through life’s defining moments.

“Our relationships are built on a relational connection and a commitment to doing what is in our clients’ best interests,” Lumpkin said. “We believe in being available, present and fully engaged. Our team comes to work every day with purpose, passion and the shared mission of changing people’s lives.”

Why Capital Investment Services Chose LPL

The Capital Investment Services team selected LPL after a rigorous due-diligence process for its flexibility, independence, advanced technology and cultural alignment.

“LPL provided the best overall fit for our business,” Lumpkin said. “Their technologically sound platform supports the trading and planning capabilities we need, while their culture — rooted in genuine relationships and advisor-focused support — truly stood out. LPL gave us the flexibility to build a structure that benefits our clients and our team, and the people at LPL made all the difference in helping us craft a path forward.”

The Capital Investment Services team also includes: Kirstin Caraway, Relationship Manager; Alicia Hensley, Client Services Associate; Camren Russell, Client Services Associate; Sam Yates, Client Services Associate; and Sandra Gay, Relationship Manager.

Chief Growth Officer Marc Cohen, said, “We are happy to welcome Bobby and the entire Capital Investment Services team to LPL. Their deeply relational, client-first approach aligns closely with LPL’s purpose to empower advisors with the technology, flexibility and support they need to deliver personalized advice to clients. We look forward to supporting their continued growth as they make a positive impact on the families and business owners they serve.”

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