Canal View Financial Advisors, a Pittsford, N.Y. team of financial advisors has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, according to a company release.
The advisors reported having served approximately $350 million in brokerage and advisory assets.
Formerly with Ameriprise Financial, the Canal View team includes financial advisors Richard Oaster, Chris Ginther, Kimberly Anderson, Vladimir Boulatnikov, John Kramer, Sandy Romeo and Ashley Standishand four support staff members.
Oaster, who founded the Canal View team in 2009, said the diverse advisors bring a wide range of expertise to the practice, with experience ranging from trust management to executive compensation plans. “We put a heavy focus on financial planning, working one-on-one with clients to understand their unique financial situations and define their personal goals. Then we devise a plan to help pursue those goals,” he said in a statement.
“We’d like to see our business move to a billion dollar firm within the next 10 years, and we see that happening through acquisition as well as organic growth. We believe LPL has scale and resources to help us get there,” Oaster said.