San Diego-based LPL Financial announced today that two New York financial advisors have joined its broker-dealer, RIA and custodial platforms.
Mark Hills and Uri “Chip” Doolittle V, operating as Upstate Financial Network, join LPL from Triad Advisors, part of the Osaic network, where they served about $200 million in client assets.
“With so much consolidation and change in the wealth management industry, it’s more important than ever to find a partner that works tirelessly to support its advisors. It was evident from our first meeting that LPL is that partner,” Doolittle, who was also the 2017 president of the Financial Planning Association of Central New York, said in released comments. “From LPL’s streamlined technology to its back-end support, this partnership will provide us with the resources to work more efficiently and effectively, ultimately allowing us to focus more on the reason we got into this business in the first place – our clients.”
Upstate Financial Network is headquartered in Manlius, N.Y., and also includes financial advisors Jeffrey Reisner and Josh Quilty-Koval, administrative assistant Mindy Holgate and associate Robert Doolittle.
“We welcome Mark, Chip and the rest of the Upstate Financial Network to the LPL community and applaud their client-centered focus,” said Scott Posner, LPL’s executive vice president for business development, in released comments. “At LPL, we understand the desire to provide an elevated and focused client experience, and we are committed to investing in innovative capabilities and business solutions designed to help advisors focus on their clients and grow their business their way. We look forward to supporting Upstate Financial Network for years to come.”