LPL Financial recently recruited a team with $350 million from Ameriprise Financial, Canal View Financial Advisors of Pittsford, N.Y.
The group includes seven advisors with a total of about 150 years of industry experience: Richard Oaster, Chris Ginther, Kimberly Anderson, Vladimir Boulatnikov, John Kramer, Sandy Romeo and Ashley Standish.
“We put a heavy focus on financial planning, working one-on-one with clients to understand their unique financial situations and define their personal goals. Then we devise a plan to help pursue those goals,” according to Oaster, who founded the practice in 2009 with Ginther.
The team is focused on growth — via M&As and other means. “We’d like to see our business move to a billion dollar firm within the next 10 years, and we see that happening through acquisition as well as organic growth,” explained Oaster in a statement.
Meanwhile, LPL said Pat Gilmore, CFP, has joined the firm with some $125 million in from Sagepoint Financial, part of Advisor Group. He has been an advisor for 25 years and was with Sagepoint for over a decade.
“I’m very excited about joining LPL Financial, especially with the firm’s increasing investments in technology. I can tell that LPL is listening to what advisors want and need … ,” according to Gilmore.
He founded Wayne, N.J.-based PGA Financial Group in 1996.