Social media influencer and industry speaker Alex Chalekian and the $160 million RIA he leads are becoming part of RIA Integrated Partners. Chalekian also will become head of Integrated’s acquisitions team as part of Lake Avenue Financial’s transition; both firms are affiliated with LPL Financial and based in greater Los Angeles.
Integrated Partners, which now works with 143 advisors about $6 billion in client assets, says it is on track to add $2 billion this year via new partnerships.
“It was important for us as a team to retain our independence as an advisory firm, while also partnering with a firm that could accelerate our growth and in turn provide an opportunity to add value for fellow advisors,” Chalekian said. “I look forward to joining the leadership team and helping to grow this organization into an industry powerhouse.”
The announcement was made during this week’s Riskalyze Fearless Investing Summit in Boston.