LPL Recruits Credit Union Wealth Management Practice from Cetera
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Tarik Eldin and Mike Hastings with SCU Investment Services at Sacramento Credit Union to its broker-dealer and corporate registered investment advisor platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Tarik Eldin and Mike Hastings with SCU Investment Services at Sacramento Credit Union to its broker-dealer and corporate registered investment advisor platforms. The pair joins from Cetera Financial Services and manages approximately $200 million in assets.
With seven branches in greater Sacramento, Eldin and Hastings serve the community in Sacramento and six surrounding counties. They provide comprehensive retirement planning as well as access to college savings plans, estate planning, pension planning and financial planning services. The pair are supported by registered sales assistant Deanna Mohorich.
“We have an unwavering focus on our clients’ financial life,” Eldin said. “We are sincerely interested in helping credit union members succeed as they pursue their goal of financial independence. We find it very rewarding to guide clients through the retirement process and help them transition into new phases of their life.”
The team chose to affiliate with LPL for its “enhanced technology and advisory capabilities.”
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.
