LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Jerry Kanter and Scott Mason with Advanced Benefit Systems have joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
The duo reported having served approximately $200 million in advisory, brokerage and retirement plan assets, and join LPL from Securian, now part of Cetera.
Based in Newport Beach, California, the advisors have worked together as a team for more than three decades after Kanter founded Advanced Benefit Systems in 1989 and Mason joined two years later.
“We strive to serve our clients throughout their financial journey by cultivating deep and meaningful relationships that last for generations,” Kanter said. “We’ve built our business almost entirely through referrals, and we take pride in providing personalized solutions and a comprehensive line of services to help clients with their long-term financial objectives.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.