Golden State Wealth Adds FA Team in Oregon
Brendan Biruk and Dan Rattigan have actually released Washington Crossing Financial Group in Washington Crossing, Pa., and will utilize LPL’s broker-dealer and corporate RIA platforms, the company states.
They previously reported serving roughly $245 million in brokerage, advisory and retirement strategy possessions, LPL says.
“By partnering with LPL, we have the liberty to run our service our method, with customers’ benefits top of mind,” Biruk states in a declaration.
“We value that LPL enables us to pick our own financial preparation tools, analytical software application and CRM system, all integrated into one platform to make our job simpler,” Rattigan includes in a statement.
Both Biruk and Rattigan had spent the previous 12 years at UBS, after formerly working for Merrill Lynch and Prudential Securities, according to BrokerCheck.
LPL has actually sought to position itself as an attractive location for wirehouse breakaways, and last year rolled out 2 brand-new association designs targeted at W-2 worker consultants.