LPL Financial Recruits Former Ameriprise Team
LPL Financial LLC, a retail investment advisory firm and independent broker-dealer, has added Canal View Financial Advisors to its broker-dealer and corporate registered investment advisor platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Canal View Financial Advisors to its broker-dealer and corporate registered investment advisor platforms. The advisors join from Ameriprise Financial and serve approximately $350 million in brokerage and advisory assets. The team is based in Pittsford, New York, with a satellite office in Dansville.
The Canal View team includes financial advisors Richard Oaster, Chris Ginther, Kimberly Anderson, Vladimir Boulatnikov, John Kramer, Sandy Romeo and Ashley Standish, who have numerous designations including certified financial planner, certified retirement planning counselor and accredited portfolio management advisor.
“We put a heavy focus on financial planning, working one-on-one with clients to understand their unique financial situations and define their personal goals. Then we devise a plan to help pursue those goals,” said Oaster, who founded the practice in 2009 with Ginther.
LPL Financial provides service to approximately $719 billion in brokerage and advisory assets as of September 30, 2019. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,349 financial advisors and 700 financial institutions.
