The Reserve Investments, a wealth management practice headquartered in Newport Beach, Calif., has switched LPL Financial platform affiliates from Level Four Wealth Management in Des Plaines, Ill., to Integrated Partners in Waltham, Mass., the companies said in a recent news release.
Led by financial advisor Mark Mitamura, the team of eight oversees approximately $250 million in client assets for business owners and retirees.
In addition to Mitamura’s team, Integrated also added the Vedder Group and financial advisors Lisa Sakai and Chris Whalen to its roster during the first quarter of 2021, for a total of more than $600 million in client assets.
Headquartered in Fort Mill, S.C.; San Diego; and Boston, LPL Financial is the nation’s largest independent broker-dealer.