Seapoint Wealth Advisors Launches with Support of LPL Financial - Seite 2

Committed support from LPL Strategic Wealth Services
As a longtime resident of San Diego, Taylor said he’s “been a fan” of LPL for years, and he knows many members of the firm’s management team. However, he said, it was the SWS offering that opened up the door to his move. “When I learned about the SWS package—the ability to have marketing, CFO, technology support, a remote assistant and even real estate sourcing—I knew this was the right fit for me,” Taylor said. “I’m really comforted by the fact that I can manage the practice and focus on my clients, knowing I have a whole team at LPL to help run the business and take care of the daily operations.”

As a new business owner, the SWS channel bridges the transition to independence for Taylor and his team by providing them with dedicated support and services to launch their practice, including real estate build out, brand development, technology setup and HR support. In addition, LPL provides ongoing administrative, marketing and CFO services to the Seapoint team. All this is in addition to having access to LPL’s innovative technology, integrated platforms and sophisticated resources needed to run a thriving business.

Scott Posner, LPL executive vice president, Business Development, said, “We are honored to welcome Chad, Sarah and Elizabeth to LPL and congratulate them on the launch of their new independent business. We understand that successful advisors like Chad want the freedom to choose the products that best meet their clients’ needs and the autonomy to shape and enhance the client relationships. The SWS model offers a truly tailored experience to help breakaway advisors move to the independent space with personalized support each step of the way—from planning through the transition to ongoing business support. We look forward to a long-lasting partnership and exciting journey ahead with Seapoint Wealth Advisors.”

Learn more about Seapoint Wealth Advisors. Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.

Advisors, find an LPL business development representative near you.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 17,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.