The MarketWatch News Department was not involved in the creation of this content.
CHARLOTTE, N.C., Sep 16, 2020 (GLOBE NEWSWIRE via COMTEX) —
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that SGC Financial and Insurance Services has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, which leverages LPL as custodian. The group of 13 financial advisors reported having served more than $1 billion in advisory, brokerage and retirement plan assets*. They join LPL from Securian Financial.
Based in San Mateo, Calif., SGC Financial’s roots date back to 1945 when the firm launched as a general agency for an insurance company. Over the years, the firm morphed into a large enterprise of financial advisors who focus on providing objective, comprehensive wealth management and financial planning services to help their clients work toward personalized financial goals. The