LPLA - The Warter Group joins LPL Seapoint Wealth Advisors | Benzinga
SAN DIEGO, Nov. 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Matt Warter, AIF and Theresa Houle, AIF, have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with Seapoint Wealth Advisors, an existing firm supported by LPL Strategic Wealth Services. Warter and Houle reported having served $100 million in advisory, brokerage and retirement plan assets*. They join LPL from Plan Member.
With more than 15 years of experience, Warter is a previous regional director who worked with about 1,000 financial advisors throughout Southern California. He now serves a diverse range of clients, helping them develop comprehensive financial plans that align with each individual's unique objectives and circumstances.
Houle has been in the industry for about eight years, starting in her father's financial planning business as his successor. She quickly established herself as a dedicated and results-driven financial professional who takes a holistic approach to wealth management and financial planning.
They formed a team after Warter acquired Houle's family practice, recognizing they shared the same vision and values. "We're a young team, but we've formed a community within our business," Houle said. "We've created a culture where our clients know each other. It's been beautiful to see my father's legacy continue as we build out our own brand and take the practice to the next level."
Looking for more innovative capabilities, local support and more flexibility to operate on their own terms, the San Diego-based team chose to partner with LPL and Seapoint Wealth Advisors. With the move, they become The Warter Group by Seapoint Wealth Advisors.
"We had been eying LPL for a while, and once we were introduced to the Seapoint team, everything just clicked," Warter said. "LPL has industry-leading technology with economies of scale where we can get more for less, all ...