Financial Advocates welcomes Todd Homer and Michael Homer, formerly of Waddell and Reed
OLYMPIA, WA, September 13, 2017 /24-7PressRelease/ — Financial Advocates welcomes Todd Homer and Michael Homer, formerly of Waddell and Reed, to their rapidly expanding network of independent advisors. The brothers, who transitioned their businesses separately over the past few months, are now partners at the newly formed Integrity Wealth Advisors.
“My practice had tremendous growth and I needed a partner that had the scale and vast experience to support our growing practice,” said Todd Homer when asked what fueled his decision to transition.
Michael Homer, who transitioned in advance of Todd, shared similar sentiments, “We needed more advanced technology resources and platform offerings. Financial Advocates has built a service model that easily delivers this to us and more.”
Over 10 large producing offices have migrated to Financial Advocates in the past 24 months.
“As more advisors contact us and they move to our platform, we have become very familiar with their unique transition needs,” commented Soliman Popal, VP Branch Development for Financial Advocates. “We are eager to support Michael and Todd as they develop their independent practice further.”
To learn more about Todd and Michael Homer and Integrity Wealth Advisors, visit integritywealthadvisors.us.
About Financial Advocates
Financial Advocates, LLC (FA) provides servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Organized in 1996, FA now serves over $9 billion in total assets; $2.6 billion in assets managed through the Registered Investment Advisor, Financial Advocates Investment Management (FAIM), up 37% YTD; $1.2 billion in assets managed through the Registered Investment Advisory subsidiary to LPL Financial (LPL), up 16% YTD; $3.3 billion in brokerage assets served through LPL, up over 20% YTD; and approximately $2 billion in 401(k) assets advised. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or a RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA provides services to more than 200 independent financial advisors, 12 banks and credit unions, and more than 100 support staff.
Financial Advocates and its affiliates have 27 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products of engage in investment banking activities; this means advisors affiliated with LPL are not pressure of influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to reply on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information on LPL Financial, visit www.lpl.com
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.
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