Patriot Joins Securities America
In other movement in the industry, Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services, announced Thursday that Patriot Financial Group, an independent hybrid RIA and super OSJ based in Westborough, Mass., has joined its network.
Patriot, which was previously associated with LPL, has approximately $650 million in total client assets and 33 financial advisors.
Patriot Financial Group, led by founder and chairman David O’Donnell and CEO Michael Tashjian, has offices in Massachusetts, Rhode Island and Connecticut. It provides personal insurance planning and business protection that accounts for key person life insurance, disability, general liability and business continuity insurance.
The group, which has a 10-member office staff, also provides advisor support services including succession planning, transition support and team coaching on the vision of the business as well as on individual goals and roles.