LPL Financial has added Synergy Wealth Alliance, an office of supervisory jurisdiction with $650 million in assets under management and 15 financial advisors, from Cetera Financial Group.
The Maitland, Fla.-based OSJ provides supportive services for compliance, marketing, practice management, client services and succession planning for its advisors.
Manager and advisor Christopher Bordner said he chose to affiliate with LPL to match his plans to double the firm every 36 months. Bordner said he plans to use LPL’s CFO solution to optimize growth, scale and profitability of the business, and its marketing program to consult about growth-minded initiatives.
LPL Financial has $764 billion in aggregate brokerage and advisory assets and 16,464 advisors.