The financial advisors of PacNorth Retirement Group have joined LPL Financial’s broker-dealer and corporate RIA platforms, according to a press release.
The advisors formerly affiliated with Raymond James Financial Services where they managed approximately $1.1 billion of brokerage, advisory and retirement plan assets, the release said.
PacNorth Retirement Group, which was started in the 1970s, formed from a combination of partners from two financial planning practices: RC Roland, Chad Roland, Blair Roland and Gary Douvia of RDH Investments, and Garry Borders, Matt Borders and Joel White of Borders, White, & Tait, the release noted.
Based in Spokane Valley, Wash., PacNorth serves individuals and companies across the Pacific Northwest.
RC Roland said because of the large size of its retirement plan business, PacNorth was looking for a partner that could provide the tools and resources to operate more efficiently. “We were impressed by LPL’s capabilities and technology, and how the integrated platform can streamline and improve how we can work with clients,” he said.
The PacNorth team plays an important role to help their clients at each stage of their financial lives, said Rich Steinmeier, LPL Financial managing director and divisional president, Business Development. “We welcome them to LPL and are committed to investing in the breadth of wealth management resources that help them be successful meeting the needs of their clients.”
LPL Financial LLC, headquartered in Boston, San Diego and Fort Mill, S.C., is the nation’s largest independent broker-dealer.