LPL Recruits $165M Tempe (AZ) Team from Osaic

Tags: Personnel, Financial Advisor Move

S&G Wealth Partners has partnered with LPL Financial to leverage its broker-dealer, RIA, and custodial platforms, making the move from Osaic.

The Tempe, AZ-based firm is led by financial advisors Scott Garber and Marcus Seiter, who each have 20 years of experience in wealth management, and services approximately $165M in client assets.

Source: https://www.globenewswire.com/en/news-release/2024/11/07/2976725/29579/en/LPL-Financial-Welcomes-S-G-Wealth-Partners.html

Written By: Dakota

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LPL Recruits $165M Tempe (AZ) Team from Osaic

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