LPLA - LPL Financial Welcomes Oak Tree Financial Group | Benzinga
SAN DIEGO, Dec. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Gandet, Jr., BFA™, Mark Choinski, BFA™ and Arthur Sisco, CPA, PC of Oak Tree Financial Group have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Osaic network (formerly Advisor Group).
Headquartered in Fairfield, Conn., with offices in Manahawkin, N.J., Poughkeepsie, N.Y. and Westwood, N.J., the team has more than 75 years of combined financial services experience. They have built a reputation as a close-knit firm that works together to help clients work toward their financial goals through financial education and open communication.
"It's incredibly important that my clients have a basic understanding of the products and services we provide and as a financial advisor, it's my job to help provide that education," Gandet said. "When I'm working with a new client I always say, ‘You may not fully understand some of the technical concepts right now, but three years from now you're going to be finishing my sentences.' Watching our clients become more confident when it comes to their finances is one of ...