A team of four advisors who managed $220 million in assets at Cadaret Grant, now part of Atria Group, is affiliating with LPL Financial, the firm announced Monday.
SC Financial Group, which is based in Bellevue, Washington, was founded in 2008 by Shane Cloninger and Susan Carter. Carter has since retired.
SC Financial now includes advisors Robert Davis, Rumesh Senanayake and Alex Carter, who is the son of Susan Carter.
The firm focuses on retirement income strategies, investor education and portfolio management, and Cloninger hosts a radio show, “Retirement Freedom.”
LPL is “an industry leading wealth management company that has stood the test of time and will help me provide more consistent experiences for my clients,” Cloninger said in a statement. “It’ll be nice to have the same broker-dealer and custodian under one roof, and LPL’s customized, integrated capabilities will provide clients with easy access to their account information.”
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
