Home Alts News Former Kestra Financial Firm with $200 Million in Assets Joins LPL Financial

Former Kestra Financial Firm with $200 Million in Assets Joins LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that the family team at Sopher Financial Group has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

They reported having served approximately $200 million in advisory, brokerage and retirement plan assets, and join LPL from Kestra Financial.

Based in Metuchen, New Jersey, the multigenerational team is led by managing partner Daniel Sopher, who has more than 30 years of experience in the financial services industry. He is joined by sons Bobby Sopher, director of financial planning and lead advisor, and Matthew Sopher, client services director, in addition to Judi Diamond, longtime office manager.

“At Sopher Financial Group, we are driven to help clients and their families work toward lasting financial confidence by creating well-balanced investment strategies and plans tailored to each client’s goals, objectives and comfort level,” Dan Sopher said. “As a family business, we take our roles personally. We consider our clients family, which is why we foster long-term relationships founded on transparency. As their personal CFO, we will walk beside clients and their loved ones today, tomorrow and for years to come.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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