A Scottsdale, Arizona-based team that managed $400 million in client assets at PlanMember Securities is affiliating with LPL Financial and aligning with Mariner Advisor Networks, LPL announced Thursday. One2One Wealth Strategies will use LPL’s broker-dealer, RIA and custodial platforms, the firm said.
One2One is led by its founders, Robert Young, Gavin Jensen and Adam Carlat. It has six other advisors: Austin Adams, Greg Geryak, Austin "Tex" Sigrist, Stephanie Schultz, Jeff Edwards, and George Fraunces. The team includes director of operations Larry Brodie, and five staff members.
Carlat said in a statement that One2One is focused on customer experience.
“By making this move, we will be able to elevate our service and enhance our offering by being able to work on more complex portfolios,” he said. “We appreciate that LPL’s integrated technology has one login and an easy, user-friendly interface for our clients to access information from anywhere they want. We also look forward to tapping into the experienced investment portfolio team at Mariner.”
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
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