Financial Solutions Group, a 10-member team of financial advisors headquartered in Alexandria, La., has joined the LPL Financial broker-dealer and corporate registered investment advisor (RIA) platforms with $1 billion in brokerage and advisory assets, according to a news release.

Formerly with FSC Securities Corp., Financial Solutions Group was established in 1978, when founder Greg O’Quin entered the industry as a CPA. Over the years, the business shifted from accounting to investment advice, wealth management and financial planning, according to the release.

The business grew with the addition of nine financial advisors: O’Quin’s two sons, Patrick and Philip O’Quin; James Curley; Thomas Easterling Jr.; Brooks Harris; Bart Schmolke; Christopher Soprano; and Michael Young. The firm eventually opened a second office in Lake Charles, La.

The advisors have individual practices, but take a collaborative, service-oriented approach when helping the firm's clients—mostly retirees and pre-retirees—make more informed financial decisions, the release said.

“We’re focused on delivering value and building meaningful relationships with our clients [by] providing exceptional service and smart growth in a compliant manner along the way,” Young said in the news release. 

The practice has additional support from an office manager and seven administrative assistants, including three who are registered.

O'Quin said his team turned to LPL Financial to integrate technology in the practice that would enhance the client experience and improve efficiency.

“We appreciate that the technology is all connected within ClientWorks,” Young said. “We can move easily from eSignature to opening a new account, with the ability to open multiple accounts at once, all within one platform."

Young also said that LPL made it easier for him and his colleagues to conduct business.

“Between the size of the organization and the expertise of the skilled team members at LPL, we are confident that our business will thrive with this new partnership,” he said.

First « 1 2 » Next