Former Ameriprise Pair With $475 Million Assets Launches Integrity Financial Group With LPL
Financial advisers Justin Gore, JD, and Michael Fusco, CRPC, have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms to launch a new independent practice – Integrity Financial Group. They reported serving approximately $475 million in advisory, brokerage, and retirement plan assets and join LPL from Ameriprise.
The advisers are longtime friends who teamed up in 2021 to expand their services and grow their presence throughout South Carolina’s Lowcountry. Based in the coastal town of Mount Pleasant, Gore has 26 years of experience in the financial services industry and oversees a range of specialized services including retirement strategies, estate planning, and tailored financial planning. Fusco works out of the Myrtle Beach office and has 12 years of experience providing tailored wealth management and investment strategies for individuals and businesses. They are supported by Tracy Raynor in Myrtle Beach and Beckie Davey in Mount Pleasant.
“We are committed to providing clients with the highest level of service,” Fusco said. “We take a client-first approach by working directly with them to understand each person’s unique financial situation, risk tolerance, and aspirations. We gather all of this information before making customized recommendations based on their financial goals.”
The team was formerly MG Private Financial, but with the retirement of their previous senior partner Hugh Martin, Gore and Fusco chose to rebrand as Integrity Financial Group, which they said represents how they aspire to treat their clients and business.
“We welcome Justin and Mike to LPL and are honored to support the launch of Integrity Financial Group,” said Scott Posner, LPL executive vice president of business development.
A number of former Ameriprise financial advisers have made the move to LPL recently, including Virginia-based James River Private Wealth and Chicago-based Cousino Wealth Advisors.
The move to LPL was a strategic one for Integrity Financial Group, which sought a partner that would provide the freedom and flexibility to serve clients’ best interests without mandates or proprietary products.
“We did a lot of soul searching over the last year to find a home that would allow us to put our clients first and grow our business on our own terms,” Gore said. “LPL’s integrated platform gives our clients access to a variety of investment products and services, as well as the latest technology and research. At the end of the day, it’s all about our clients. They’re our lifeblood, and we wouldn’t be here without them. Our team’s guiding belief is putting our clients first, always.”
LPL Financial Holdings Inc. serves nearly 23,000 financial advisers, including advisers at approximately 1,100 enterprises and 570 registered investment adviser firms nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled more than $1.44 trillion as of March 31, 2024.
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