Capital Guardian LLC, a Charlotte, N.C., based boutique wealth manager, announced Tuesday it added a former LPL Financial team to its independent channel.
Integrated Financial Strategies has worked in Charlotte for 15 years and was named a five-sar wealth manager for Best in Client Satisfaction by Charlotte Magazine and nominated as a finalist for the Silver Torch Award presented by the Better Business Bureau.
"We are extremely pleased with the opportunity for IFS join our elite independent group of Advisors. Having worked with IFS in the past, they are a known entity, with an outstanding track record in the local business community," said Brian Chapman, president of Capital Guardian’s independent channel.
Integrated was included in the 2011 and 2012 National Association of Board Certified Advisory Practices Premier Advisors list in the Charlotte Business Journal.
"We were searching for a world-class broker dealer that would allow us to offer investment brokerage, international business, insurance and annuities to our clients while affording us independence as an RIA. We selected Capital Guardian for their open architecture, concierge service for ease of doing business and known leadership," said Kelly Burke, a managing partner at Integrated.
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