SGC Financial and Insurance Services, a 13-adviser hybrid managing $1 billion, has switched its broker-dealer and corporate registered investment adviser platforms from Securian Financial to LPL Financial, which it will use as its custodian.
The firm, which began as a general agency for an insurance company in 1945, is based in San Mateo, California.
Adviser Matthew Bond has been the firm's president since 2011 and Cara Banchero serves as COO. The team includes 12 other advisers and several support staff members.
See the latest Advisers on the Move here.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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