LPL Financial LLC, the nation’s largest independent broker-dealer, has added the financial advisors of PacNorth Retirement Group to its broker-dealer and corporate registered investment advisor platforms. The advisors joined from Raymond James Financial Services and manage approximately $1.1 billion of brokerage, advisory and retirement plan assets.
PacNorth Retirement Group was founded when two financial practices merged back in the 1970s that were comprised of RC Roland, Chad Roland, Blair Roland and Gary Douvia of RDH Investments, and Garry Borders, Matt Borders and Joel White of Borders, White, & Tait LLC.
The advisors have more than 200 years of collective experience, and have the support of team members Tina Nelson, Drushelle Warnick, Jeanne Schoney, JoAnn Packer and Mason Adams. They operate in Spokane Valley, Washington, and serve individuals and companies across the Pacific Northwest.
Along with serving plan sponsors and participants, the firm also provides retirement planning services to individuals.
“There is an increasing demand for advice, with investors needing help to plan and save for a successful retirement, and then to have the guidance and support to manage a sustainable financial plan in retirement,” said Rich Steinmeier, LPL Financial managing director and divisional president of business development. “The PacNorth team plays an important role to help their clients at each stage of their financial lives.”
LPL Financial provides service to approximately $684 billion in brokerage and advisory assets as of the first quarter of 2019. 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.