Hybrid team managing $210 million switches to LPL

Hybrid team managing $210 million switches to LPL
Three-adviser team at SecondHalf Coach is based in Latrobe, Pa.
OCT 02, 2019
SecondHalf Coach Wealth Management, a hybrid firm managing $210 million in Latrobe, Pa., has switched its broker-dealer and corporate registered investment adviser platforms to LPL Financial from SagePoint Financial. [Recommended video: Financial planning wasn't even a thing 50 years ago] The firm was formed when advisers Bill Urbanik and Tony Slezak merged their practices in 2010. They brought on a third financial adviser, Jessica Marazza, a short time later. [More:See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm employs four assistants and its name refers to its clients, who are typically in the second half of their lives. Don't miss our Women Adviser Summitcoming to San Francisco.

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