LPL Financial Welcomes S&G Wealth Partners
LPL Financial (Nasdaq: LPLA) announced that S&G Wealth Partners has joined their broker-dealer, RIA and custodial platforms from Osaic. The Tempe, Arizona-based firm, led by financial advisors Scott Garber and Marcus Seiter, manages approximately $165 million in advisory, brokerage and retirement plan assets. The team, which includes Nicole Kennedy as a future partner, chose LPL for its robust technology, comprehensive resources, and personalized support. Both lead advisors bring over 20 years of industry experience, focusing on wealth management, financial education, and estate planning services.
LPL Financial (Nasdaq: LPLA) ha annunciato che S&G Wealth Partners si è unita alla loro piattaforma di broker-dealer, RIA e custodia proveniente da Osaic. La società con sede a Tempe, in Arizona, guidata dai consulenti finanziari Scott Garber e Marcus Seiter, gestisce circa 165 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici. Il team, che include Nicole Kennedy come futuro partner, ha scelto LPL per la sua tecnologia robusta, le risorse complete e il supporto personalizzato. Entrambi i consulenti principali portano oltre 20 anni di esperienza nel settore, concentrandosi sulla gestione patrimoniale, l'educazione finanziaria e i servizi di pianificazione successoria.
LPL Financial (Nasdaq: LPLA) anunció que S&G Wealth Partners se ha unido a sus plataformas de corretaje, RIA y custodia provenientes de Osaic. La firma ubicada en Tempe, Arizona, liderada por los asesores financieros Scott Garber y Marcus Seiter, gestiona aproximadamente 165 millones de dólares en activos de asesoría, corretaje y planes de jubilación. El equipo, que incluye a Nicole Kennedy como futura socia, eligió LPL por su tecnología robusta, recursos integrales y soporte personalizado. Ambos asesores principales traen más de 20 años de experiencia en la industria, con un enfoque en la gestión de patrimonio, educación financiera y servicios de planificación sucesoria.
LPL Financial (Nasdaq: LPLA)는 S&G Wealth Partners가 Osaic의 브로커-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 애리조나주 템피에 본사를 둔 이 회사는 재무 상담가인 Scott Garber 및 Marcus Seiter가 이끌며, 약 1억 6천 5백만 달러의 자문, 중개 및 퇴직 계획 자산을 관리하고 있습니다. 미래의 파트너로 Nicole Kennedy를 포함한 이 팀은 강력한 기술, 포괄적인 자원 및 개인화된 지원을 위해 LPL을 선택했습니다. 두 주요 상담자는 재산 관리, 재무 교육 및 유산 계획 서비스에 집중하여 20년 이상의 업계 경험을 가지고 있습니다.
LPL Financial (Nasdaq: LPLA) a annoncé que S&G Wealth Partners a rejoint ses plateformes de courtage, RIA et de conservation provenant d'Osaic. La société basée à Tempe, en Arizona, dirigée par les conseillers financiers Scott Garber et Marcus Seiter, gère environ 165 millions de dollars d'actifs en conseil, courtage et plans de retraite. L'équipe, qui comprend Nicole Kennedy en tant que future partenaire, a choisi LPL pour sa technologie robuste, ses ressources complètes et son soutien personnalisé. Les deux conseillers principaux possèdent plus de 20 ans d'expérience dans l'industrie, se concentrant sur la gestion de patrimoine, l'éducation financière et les services de planification successorale.
LPL Financial (Nasdaq: LPLA) gab bekannt, dass S&G Wealth Partners zu ihren Broker-Dealer-, RIA- und Verwahrplattformen von Osaic gestoßen ist. Das in Tempe, Arizona, ansässige Unternehmen, geleitet von den Finanzberatern Scott Garber und Marcus Seiter, verwaltet etwa 165 Millionen Dollar an Beratung, Brokerage und Altersvorsorgevermögen. Das Team, zu dem auch Nicole Kennedy als zukünftige Partnerin gehört, wählte LPL aufgrund seiner robusten Technologie, umfassenden Ressourcen und personalisierten Unterstützung. Beide Hauptberater bringen über 20 Jahre Branchenerfahrung mit und konzentrieren sich auf Vermögensverwaltung, Finanzbildung und Nachlassplanungsdienste.
- Addition of $165 million in managed assets to LPL's platform
- Expansion of advisor network with experienced team (20+ years)
- None.
Insights
The addition of S&G Wealth Partners, managing
SAN DIEGO, Nov. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at S&G Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately
Based in Tempe, Ariz., the firm is led by financial advisors Scott Garber and Marcus Seiter, with support from Nicole Kennedy, who will become a partner in January. The advisors each have more than 20 years of experience in the financial services industry. Garber, who started his career as an elementary school teacher, focuses on financial education, wealth management and helping clients save for retirement. Seiter has a law degree and manages estate planning for the business, in addition to asset management.
“As a firm, we’re deeply committed to providing clients with personalized advice and helping them make informed financial decisions,” Garber said. “Our mission is to help clients fully utilize the rewards of their hard work so they can live their best life and provide for their loved ones. Our offering centers around building wealth, maintaining wealth and easily dispensing wealth to future generations.”
Looking for enhanced technology and more resources, the team embarked on a due diligence process that led them to LPL Financial.
“We chose to join LPL because of its reputation for providing very robust technology, comprehensive resources and personalized support," Garber said. “We believe that this move will allow us to take our business to the next level and provide clients with an even higher level of service. Already, it’s been a breath of fresh air working with LPL, and the professional support from the transition team made the move easier than we expected.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Scott and Marcus to the LPL community. LPL is committed to supporting each advisor’s ability to provide clients with differentiated experiences through delivering strategic resources and innovative capabilities to help them build a business with value. We look forward to a long-lasting relationship with S&G Wealth Partners for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity. LPL Financial and its affiliated companies provide financial services only from the United States. S&G Wealth Partners and LPL are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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FAQ
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