Genesis Wealth Management, an independent firm on LPL Financial’s broker-dealer and registered investment advisor platforms, has added seven advisors previously affiliated with USAA Financial Advisors Inc.
The advisors include Robert Harlan, John Lander, Heidi Malone, Youree McBride, Richard Poligala, Geraldo Reyes and Max Rodriguez. LPL is the nation’s largest independent broker-dealer.
Jereme Brisco founded the San Antonio-based firm in July 2016 when moving to LPL from USAA. The practice has grown to 12 advisors, with the new advisors joining managing partners Michael Dubensky and Jon Thompson and advisors Mark Stawarz and Rusty Whittaker. The firm provides wealth management services with a focus on high-net-worth clients.
LPL Financial provides service to approximately $659 billion in brokerage and advisory assets as of June 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.