LOS ANGELES, Feb. 18, 2021 /PRNewswire/ — Farpointe Wealth Associates, LLC (“Farpointe”), an independent economical guidance firm in just the Cetera community, has declared that Schexnayder Wealth Advisors, a $190 million asset staff led by Owner and Senior Advisor, Nolan Schexnayder, has joined the group. Based in the New Orleans metropolitan location, Schexnayder Prosperity Advisors’ crew of seven specializes in providing tax, accounting and prosperity administration expert services. Farpointe, co-founded by Scott Rawlins and Brian Stern, became an independently owned small business inside Cetera’s* economical skilled network in December of 2020.
Schexnayder joins Farpointe soon after additional than 34 decades at his prior company. Commenting on his decision, Schexnayder mentioned, “Offered continuous transform in the company, even the most seasoned veterans need to lover with confirmed leaders who will advocate for us and consider a individual desire in helping us overcome operational and regulatory problems. We had been attracted by the expertise of Farpointe’s management, and the firm’s vision of curating an exceptional team of like-minded money professionals who value rely on, collaboration and significant personal relationships galvanized by a shared culture.”
Schexnayder will also be becoming a member of the Board of Directors of Farpointe. Rawlins observed that “Nolan was a top producer for more than 25 years at his prior organization and was a pioneer in serving to pave the way for CPAs to give complete financial organizing products and services. Farpointe will advantage tremendously from Nolan’s intensive encounter constructing and running his individual effective wealth administration company, and from his a long time on the entrance line as a financial specialist.” Stern additional, “It is pretty crucial to us that our economic specialists truly feel related to the individuals building the selections that effect their small business. We want our financial pros to have a official voice in our company governance to assistance decide the strategic route of the business.”
John Pierce, Cetera’s Head of Recruiting shared, “Operating a cohesive tax and wealth administration follow needs a motivation to provider and hugely specialized groups. Cetera understands and values the exclusive posture of the CPA/tax skilled in supplying impactful money guidance to clients. We are thrilled to welcome each Farpointe and Schexnayder Prosperity Advisors to Cetera, and we glance ahead to future good results together.”
Cetera is actively recruiting top rated expertise in the fiscal occupation which includes economical professionals affiliating direct or in a branch product, tax pros, banks and credit unions and regional groups (OSJs) with a focus on driving expansion, a remarkable assistance knowledge, and the shipping of an Information-Centric Experience®. Cetera’s multi-affiliation progress model is designed all over specialty communities to allow financial experts to expand their way.
“Securities provided by means of Cetera Money Experts LLC (executing coverage company in CA as CFGFS Insurance policy Company LLC), member FINRA/SIPC. Investment decision advisory solutions supplied by means of Cetera Investment Advisers LLC.”
About Cetera Economic Team®
Cetera Economical Group (Cetera) is a main fiscal guidance agency. It empowers the shipping of an Assistance-Centric Experience® to persons, family members and businesses across the nation through independent monetary specialists as well as reliable tax gurus and financial institutions and credit unions. It can be headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive expert services involve: wealth administration options, retirement plan options, advisory solutions, exercise administration support, progressive technological innovation, marketing and advertising direction, regulatory aid, and marketplace exploration.
“Cetera Fiscal Group” refers to the community of impartial retail firms encompassing, amid some others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Products and services LLC (marketed as Cetera Fiscal Establishments or Cetera Buyers), Cetera Money Experts LLC, and To start with Allied Securities, Inc. All firms are associates FINRA / SIPC.
People today affiliated with Cetera corporations are possibly Registered Associates who provide only brokerage services and get transaction-based payment (commissions), Investment Adviser Associates who provide only financial commitment advisory companies and receive costs centered on belongings, or equally Registered Associates and Investment Adviser Associates, who can give equally sorts of products and services.
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