LPL Financial Recruits Former Kestra Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Florida-based FDR Financial Group Inc.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Florida-based FDR Financial Group Inc. to its broker-dealer and corporate RIA platforms, leveraging LPL as custodian. The team joins from Kestra and serves approximately $400 million in advisory and brokerage assets.
FDR Financial was founded in 1983 when financial advisors Jeffrey Solodkin and Leslie Zuckerman recognized a need for financial planning among physicians and business owners in South Florida.
Over the years, the practice has grown into a boutique firm providing clients with comprehensive financial services and now includes partners and financial advisors Jason Solodkin, Eric Mathes, and Jeffrey Blaze, as well as chief financial strategist Jeremy Schinder.
“Our team is full of diversified members who specialize in a variety of financial disciplines – everything from estate and retirement planning to personal insurance (with more than $1.2 billion of life insurance under management) and corporate benefits – offering both fee-based and brokerage services,” said Jason Solodkin, a next-generation advisor who joined the team about 12 years ago.
LPL Financial provides service to approximately $810 billion in brokerage and advisory assets as of September 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,168 financial advisors.
