Former Foresters Financial Hybrid Team Joins LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, has added advisors Carrie Mullins, Sara Tanner, Susan Perry, Sierra Swidrak, Davis Siliga and Kalin Rooney of Firenze Wealth Management to its platform.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added advisors Carrie Mullins, Sara Tanner, Susan Perry, Sierra Swidrak, Davis Siliga and Kalin Rooney of Firenze Wealth Management to its platform. The advisors joined from Foresters Financial and manage approximately $390 million of client brokerage, advisory and retirement plan assets.
Firenze was founded by Tanner and Mullins, who have a collective 50 years of experience in the financial services industry and offer holistic financial planning and wealth management services.
Serving the Pacific Northwest with their office located in the Portland-Metro area of Oregon, the firm’s six advisors serve a client base primarily made up of those working in public service, including teachers, police officers and firefighters.
Firenze has aligned with Good Life Companies, an enterprise firm offering support and resources for advisors leveraging LPL Financial’s broker-dealer and corporate or hybrid registered investment advisor platforms.
LPL Financial provides service to approximately $628.1 billion in brokerage and advisory assets as of the fourth quarter of 2018. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 16,000 financial advisors and 700 financial institutions.
