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The Financial Services Network

The Financial Services Network

The Financial Services Network is a group of professionals that provide services to financial professionals affiliated with LPL Financial (LPL) or Strategic Wealth Advisors Group (SWAG). Advisors who are affiliated with LPL Financial as an Investment Advisor Representative and a Registered Representative oversee $8.3B of advisory assets and $8.8B of brokerage assets through LPL. Strategic Wealth Advisors Group (SWAG) is a Registered Investment Advisor (RIA) with over $6.7B in assets under management as of November 2021. Those advisors affiliated with SWAG and are registered representatives of LPL Financial and oversee $3.9B of brokerage assets at LPL. The Network supports advisors who affiliate with independent broker/dealer, LPL Financial, (for both brokerage and advisory business). The Network's hybrid RIA, SWAG, also supports advisors who manage a Fee Only/RIA Only business as well as those in need of a Hybrid RIA.

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About The Financial Services Network

Founded

1984

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Financial Services

Location

City

Sacramento

State

California

Country

United States

Tech Stack (38)

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