LPL Financial LLC, a prominent financial services firm, has recently welcomed three independent practices, CoastPoint Financial, Equity Design Group, and Latus Group, to its broker-dealer, RIA, and custodial platforms. This expansion highlights LPL Financial’s commitment to providing innovative solutions to its clients and reinforces its position as a leading player in the industry. Let’s delve into the details of each practice’s integration into LPL Financial and their respective contributions to the firm’s growth.
CoastPoint Financial Joins LPL Financial:Financial advisors Mark Zafereo and Anthony Burgess, along with Client Associate Crystal Simmons and Office Manager Sandie Totah Loos, have launched an independent practice named CoastPoint Financial, LLC. With approximately $150 million in advisory, brokerage, and retirement plan assets, CoastPoint Financial is joining LPL Financial from Wells Fargo Advisors. By partnering with LPL Financial, CoastPoint Financial gains access to LPL’s robust broker-dealer, RIA, and custodial platforms.
Equity Design Group Joins LPL Financial:Financial advisors Jason Hohenstein, Kevin Snow, and William Zoromski, part of Equity Design Group, have also joined LPL Financial’s broker-dealer, RIA, and custodial platforms. With a reported track record of serving about $520 million in advisory, brokerage, and retirement plan assets, the team makes the move from Osaic. By joining LPL Financial, Equity Design Group will further enhance its capabilities to serve clients with LPL’s comprehensive range of services.
Latus Group Adds to LPL Financial’s Roster:David Segarra and Sean Sullivan, financial advisors of Latus Group, Ltd. bring their expertise to LPL Financial. As they make the transition from Centaurus Financial, Inc. Segarra and Sullivan have served approximately $320 million in advisory, brokerage, and retirement plan assets. By joining LPL Financial’s broker-dealer, RIA, and custodial platforms, they can leverage the firm’s resources to provide exceptional service and solutions to their clients.
Conclusion:LPL Financial LLC has solidified its position as a leading financial services firm with the recent addition of CoastPoint Financial, Equity Design Group, and Latus Group to its broker-dealer, RIA, and custodial platforms. The integration of these independent practices enhances LPL Financial’s ability to cater to the evolving needs of its clients, demonstrating the firm’s commitment to growth and providing comprehensive financial services. With their collective expertise and established track records, CoastPoint Financial, Equity Design Group, and Latus Group further bolster LPL Financial’s position as a reliable and innovative partner for clients seeking top-tier financial services and guidance.
Comments