Synergy Wealth Alliance, a Maitland, Fla. OSJ led by CEO and Managing Partner Christopher Bordner, has joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms with approximately $650 million in brokerage and advisory assets, according to a news release.
Bordner and his 15-financial-advisor team, formerly with Cetera Financial Group in El Segundo, Calif., offer support for advisors looking to grow their business, which in tiurn has fueled Synergy's growth since its founding in 2014.
Synergy provides its advisors with a range of practice management support services, including an in-house compliance officer, marketing manager and client service professionals.The team structure creates career paths for new advisors, giving them the opportunity to be mentored by more experienced advisors. In addition, a succession plan is created for each advisor who joins Synergy, ensuring that their legacy and their practice continue for years to come.
Bordner said that his goal is to double the size of his firm every 36 months.
“We want to do that smartly and effectively,” he said in released comments. “That why the team turned to LPL for support. This new partnership will give us the opportunity to tap into the experience and support of some of the top minds in the country.”
Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said that his firm was happy to fulfill the business aspirations of its latest partner.
“They were looking for a growth partner who could serve them for the long run, and we are honored that the team turned to us,” he said in released comments.
LPL Financial, headquartered in Ft. Mill, S.C., San Diego and Boston, is the nation’s largest independent broker dealer.