LaSalle St. Recruits California, Montana And Nevada Advisor Team From Securities America With Equity Ownership Program
Chicago-based LaSalle St. announced that Link Financial Advisory, with $150 million in client assets, joined its network of wealth management firms. Link Financial’s Founder and CEO, Richard London, will participate in LaSalle’s recently announced equity ownership program, and Link Financial’s five advisors and one support team member will join the firm.
Las Vegas-based Link Financial, which also operates in California and Montana, provides asset management, wealth management, retirement planning and financial planning, and specializes in tailored services for business owners, pre-retirees and retirees.
“Richard represents LaSalle St.’s core values. His entrepreneurial, client-focused approach has enabled him to build a strong platform for future expansion,” said Mark Contey, 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 that will enable him and his team to take charge of their future, while always delivering for their clients.”
With over 17 years of experience, London founded Link Financial in 2014 after working as a wealth advisor at Mutual Omaha Bank and Contango Capital Advisors, the RIA for Zions Bancorp.
“After a tremendous amount of due diligence, we kept coming to the conclusion that LaSalle St. is the right place for our firm and clients,” said London. “They foster a culture of true independence and demonstrate the ability to support our current business as well as our future growth. We are extremely excited about the opportunities in front of us and the partnership we have fostered with LaSalle St.’s leadership team.”
LaSalle St., which WSR named as a Practice Management Platform of the Year as part of December’s Wealth Exemplar Awards, is comprised of IBD LaSalle St. Securities, RIA LaSalle St. Investment Advisors and LaSalle St. Insurance Services. The firm supports more than 300 financial advisors and has approximately $10 billion in client assets. In March, LaSalle recruited advisor Cari Schultz from UBS.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.