Hybrid team managing $210 million switches to LPL

Hybrid team managing $210 million switches to LPL
Three-adviser team at SecondHalf Coach is based in Latrobe, Pa.
OCT 02, 2019
SecondHalf Coach Wealth Management, a hybrid firm managing $210 million in Latrobe, Pa., has switched its broker-dealer and corporate registered investment adviser platforms to LPL Financial from SagePoint Financial. [Recommended video: Financial planning wasn't even a thing 50 years ago] The firm was formed when advisers Bill Urbanik and Tony Slezak merged their practices in 2010. They brought on a third financial adviser, Jessica Marazza, a short time later. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm employs four assistants and its name refers to its clients, who are typically in the second half of their lives. Don't miss our Women Adviser Summit — coming to San Francisco. ​

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