LPL Financial Welcomes Synergy Wealth Alliance

CHARLOTTE, N.C., Feb. 11, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Synergy Wealth Alliance, including Office of Supervisory Jurisdiction (OSJ) manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms. They reported having served approximately $650 million in brokerage and advisory assets*. They join from Cetera Financial Group.

“We are a group of advisors who are passionate about our business and about helping others,” said Bordner, CEO and wealth manager at Synergy Wealth Alliance. “Our advisors share core values of transparency, integrity, caring, respect, professionalism and teamwork. As our name ‘Synergy’ suggests, we work together to build meaningful, long-lasting relationships with clients to help them work toward their financial goals. We also collaborate with other professionals—accountants, attorneys and tax experts—to create customized, comprehensive financial plans focused on the clients’ needs and objectives.”

Based in Maitland, Fla., the firm offers a shared support system for advisors looking to grow their business. The structure provides Synergy advisors with access to range of practice management support including an in-house compliance officer, marketing manager and client service professionals. The team structure creates a natural career path for new advisors, giving them opportunity to be mentored by more experienced advisors. A succession plan is created for each advisor who joins Synergy.

Bordner’s goal is to double the size of the firm every 36 months. “We want to do that smartly and effectively,” he said. “That’s why the team turned to LPL for support. This new partnership will give us the opportunity to tap into the experience and support of some of the top minds in the country. With strong technology, scale and self-clearing capabilities, LPL puts us in the position to really grow at the pace we want to grow. To be with a firm that has cutting-edge technology and—equally important—the budget to continue investing in it, is a huge win for us and our clients.”