LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Lucas Mijares and Jesse Ettlin launched an independent practice, Zion Capital Wealth Management, and joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
According to LPL, they aligned with Mariner Advisor Network, an existing firm supporting LPL-affiliated advisors. Mijares and Ettlin, of Zion Capital Wealth Management, join LPL from Edward Jones reporting have served $185 million in advisory, brokerage and retirement plan assets.
Based in Grass Valley, California, Zion Capital Wealth Management is led by managing partners and co-founders Mijares and Ettlin. Friends and colleagues since 2016, the advisors said their shared values and convictions led them to establish Zion Capital. They are joined by Ariel McCormack, Brittney Still and Veronica Broskey, who will LPL says will serve as office support and client services associates.
“We warmly welcome Lucas, Jesse and their staff to the LPL community and are honored to be part of Zion Capital’s journey to independence,” Scott Posner, LPL executive vice president, business development, said. “Through our integrated capabilities and comprehensive business management solutions, we’re driving flexibility and efficiency, enabling our independent financial advisors to focus on business growth, entrepreneurialism and putting their clients first. We look forward to a long-lasting relationship with both Zion Capital and Mariner Advisor Network.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
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