Three advisers managing $100 million affiliate with LPL

Three advisers managing $100 million affiliate with LPL
Shawn Walton, Debbie Hawksworth and Richard Coloni are joining OSJ Synergy Wealth in Central Florida
MAR 24, 2020

Three advisers who collectively managed $100 million at three separate broker-dealers have formed a hybrid partnership in Orange City, Fla., that has affiliated with Synergy Wealth Alliance, an office of supervisory jurisdiction for LPL Financial.

The three advisers are Shawn Walton, formerly with Cambridge Investment Research; Debbie Hawksworth, formerly with Edward Jones; and Richard Coloni, formerly with Cetera Advisers.

Synergy Wealth Alliance, which serves approximately $650 million in brokerage and advisory assets, affiliated with LPL in February. It is based in Maitland, Fla.

Latest News

SEC Says Game Service Roblox Part of ‘Active Investigation’
SEC Says Game Service Roblox Part of ‘Active Investigation’

Short sellers previously said the company was under investigation, though Roblox denied allegations.

Musk’s DOGE descends on CFPB with intention to shut it down
Musk’s DOGE descends on CFPB with intention to shut it down

The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.

Advisor fighting Finra banishment loses $17.7 million dispute with old firm
Advisor fighting Finra banishment loses $17.7 million dispute with old firm

National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.

Job numbers, inflation leaving room for Fed to hold rates
Job numbers, inflation leaving room for Fed to hold rates

Recent data support a measured pace by the Federal Reserve for the year ahead.

Private assets remain hot despite surging stock market
Private assets remain hot despite surging stock market

Financial advisors are still adding alternatives despite the surge in publicly traded stock prices

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.