Directed by Former Securities America Affiliate $150 million in customer assets
Chicago, May 15, 2023 /PRNewswire/ — LaSalle Street, a group of wealth management firms with independent broker-dealers and two registered investment advisor (RIA) platforms, today announced that Link Financial Advisory has joined its network. Founder and CEO Richard London will participate in LaSalle Street’s recently announced equity ownership program. Link Financial Advisory was previously affiliated with Securities America.
Richard London With over 17 years of experience, Las Vegas The base team provides clients with financial planning, wealth management, wealth management and retirement planning. The company also operates offices in the following locations: Montana and Californiaspecializes in providing bespoke services to retirees, pre-retirees and business owners.
All five advisors, including London, and one support team member join LaSalle St. Paul.
“Richard represents the core values of LaSalle Street. His entrepreneurial and client-focused approach has created a strong platform for future expansion.” said. Mark Conti, Senior Vice President and Head of Business Development. “We look forward to supporting him as he takes full advantage of our best-in-class technology and resources, enabling him and his team to continue to serve our clients and lead the future. I have.”
The London Company said, “After conducting an enormous amount of due diligence, we have continued to conclude that LaSalle Street is the right place for our company and our clients. We have demonstrated our ability to support.” “We are extremely excited about the opportunity at hand and the partnership we have developed with his team at LaSalle Street leadership.”
He started Link Financial Advisory in 2014 after serving as a wealth advisor for Contango Capital Advisors, an RIA for Mutual Omaha Bank and Zions Bancorp. He is a Certified Financial Planner® (CFP®) and a Behavioral Financial Advisor (BFA).
About Lasalle Street
LaSalle Street is a group of companies comprising LaSalle Street Securities, an independent broker-dealer. LaSalle St. Investment Advisors, an SEC Registered Investment Advisor. LaSalle St. Insurance Services offers annuity and insurance products. We have the sole mission of supporting the growth and success of independent financial advisors nationwide. Founded in 1974 and based in Chicago, Illinois, LaSalle St. supports over 300 financial advisors with approximately $10 billion in total client assets and is registered in all 50 states. LaSalle Street businesses offer a wide range of services including brokerage, advisory, investment and insurance. The company primarily clears through National Financial Services and provides custody services through NFS’s parent company, Fidelity Investments. For more information, please visit https://www.lasalrest.com/.
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Source LaSalle street