LPL Recruits $500 Million Team Formerly with Cadaret Grant
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Beltz Ianni & Associates LLC to its broker-dealer and corporate registered investment advisor platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Beltz Ianni & Associates LLC to its broker-dealer and corporate registered investment advisor platforms. Beltz Ianni & Associates joins from Cadaret, Grant and serves approximately $500 million of client brokerage, advisory and retirement plan assets.
Based in Rochester, New York, Beltz Ianni & Associates has 16 financial advisors, including managing partners Fred Beltz, David Ianni, Bob Judd and Mark Siler, all financial services professionals who provide comprehensive services focused on investment management and retirement planning.
“Our advisors have experience across a range of specialized areas,” said Judd. “On the individual consumer side, that includes retirement readiness, wealth management and life, long-term care and disability insurance planning. In the retirement plan space, our teams’ knowledge covers recordkeeping, administration, plan design and strategy. Our concept here is to provide the under-$20 million plan market with the same services that large plan clients receive.”
LPL Financial provides service to approximately $659 billion in brokerage and advisory assets as of the second quarter of 2018. 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.
