LPL Financial today announced that a pair of financial advisors who managed about $275 million in advisory, brokerage and retirement plan assets has joined its broker-dealer, corporate registered investment advisor and custodial platforms, according to a news release.
Bayonne, N.J.- based Craig Zaleck and Mark Hogan, who operate as Bergen Point Wealth Management, have aligned with Independent Network of Consultants & Advisors (INC Advisors), an existing large enterprise serving LPL-affiliated advisors. They were previously with First Allied, part of the Cetera network of broker-dealers, the release said.
Zaleck and Hogan, the release noted, have been friends for more than 30 years, both starting their careers as CPAs. It said they specialize in providing tax-based financial strategies and wealth management advice to clients.
Zaleck said they believe the partnership with LPL and INC Advisors puts them in a better position to assist with client requests and move the practice forward. “We believe LPL is highly committed to providing advisors with innovative technology to make it easier to do business. The industry is evolving quickly, and we want to grow with a company that we have confidence in,” he said in a statement. “We also appreciate that INC Advisors provides an additional layer of support and help with infrastructure,” he added.
Richard Dragotta, founder of INC Advisors, said he shares Zaleck’s and Hogan’s vision and look forward to helping them execute their future growth plan. “In today’s competitive marketplace, successful advisors like Craig and Mark need turnkey technology, and marketing and planning solutions that create efficiencies and scalability. With our local infrastructure and experience, we are committed to supporting their continued success.”
Added Scott Posner, LPL executive vice president, business development, “Our advisors are the focus of everything we do at LPL. We are committed to investing in innovative technology, business solutions and service experiences that can help them differentiate their practices and increase their value to clients. We look forward to a long partnership with Bergen Point Wealth Management.”