LPL Financial LLC, the nation’s largest independent broker-dealer, has added Synergy Wealth Alliance, an office of supervisory jurisdiction led by chief executive officer and financial advisor Christopher Bordner, to its broker-dealer and corporate registered investment advisor platforms.
Bordner and his team of 15 financial advisors joins from Cetera Financial Group and serves approximately $650 million in brokerage and advisory assets.
Based in Maitland, Florida, the firm provides its advisors with various support services including an in-house compliance officer, marketing manager and client service professionals. In addition, new advisors can be mentored by more experienced advisors, and a succession plan is created for each advisor who joins the firm, the company said.
Bordner said that his goal is to double the size of the firm every 36 months.
“We want to do that smartly and effectively,” he said. “That’s why the team turned to LPL for support. This new partnership will give us the opportunity to tap into the experience and support of some of the top minds in the country.”
LPL Financial provides service to approximately $764 billion in brokerage and advisory assets as of December 31, 2019. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,464 financial advisors and 700 financial institutions.