Financial Solutions Group, which has 10 advisors and $1 billion of client assets, has left FSC Securities, part of the Advisor Group of independent broker-dealers, and affiliated LPL Financial. The team has 10 financial advisors and offices in Alexandria and Lake Charles, Louisiana.
Separately, Latrobe, Pennsylvania-based SecondHalf Coach Wealth Management, with $210 million in assets, also joined LPL. It has three advisors and formerly was affiliated with SagePoint Financial, another Advisor Group IBD.
LPL, which is led by CEO Dan Arnold, works with about 16,160 registered representatives.
“We appreciate that the technology is all connected within ClientWorks,” according to Financial Solutions Group Principal Michael Young. “We can move easily from eSignature to opening a new account, with the ability to open multiple accounts at once, all within one platform.”
FSG opened in 1978 when Greg O’Quin founded the firm as a CPA and became an advisor in 2004. His sons Patrick and Philip are part of the firm, which as shifted its focus to investment advisory and financial planning over the past 15 years or so.