LPL Financial LLC announced today that SC Financial Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $220 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cadaret Grant & Co, now part of the Atria Group.
Financial advisors Shane Cloninger and Susan Carter, who has since retired, founded the Bellevue, Wash.,- based practice in 2008 with a mission to deeply understand and foster each client’s true needs and financial goals. The multigenerational practice has evolved over the years to include fellow advisors Robert Davis, Rumesh Senanayake and Alex Carter, Susan’s son.
The team focuses heavily on retirement income strategies, investor education and portfolio management, often creating a “roadmap to retirement” for each client. “We believe that building a comprehensive financial plan is the most fundamental tool in proper financial planning. The financial plan forms the basis for the creation of the equally important investment strategy that is tailored to each client specifically,” said Cloninger, who has hosted the “Retirement Freedom” radio show in the Pacific Northwest for more than a decade.
(This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:- https://www.lpl.com/news-media/press-releases/lpl-financial-welcomes-sc-financial-group.html)