LPL Financial LLC, the nation’s largest independent broker-dealer, announced that father and son financial advisors Michael Climer and South Carolina state senator Wes Climer have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Climer Wealth Management Group.
The duo reported having served approximately $280 million in advisory, brokerage and retirement plan assets and come to LPL from Wells Fargo Advisors.
They join fellow employee advisors at a Linsco office on Carnegie Boulevard in Charlotte, North Carolina.
A four-decade veteran of the financial services industry, Mike Climer grew his practice while providing comprehensive wealth management and investment strategies to business owners and high-net-worth families.
Wes Climer, who represents York County in the state senate, works alongside Mike to help clients with investment selection and portfolio construction. They are joined by client services associate Deborah Higel, a licensed paraplanner and 30-year industry veteran.
“LPL was just the best fit culturally, in terms of tools and resources, and it gives us the freedom to focus on each client’s best interest along with more flexibility in how we can tailor experiences and investment strategies,” Wes Climer said. “I also love that LPL is a hometown firm in the county I live in and serve.”
LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 550 independent registered investment advisor firms nationwide.