LPL Financial Welcomes Noble Traditions Wealth
May 13 2024 - 8:55AM
LPL Financial LLC announced today that financial advisor Garrett
Oczachowski has joined LPL Financial’s broker-dealer, RIA and
custodial platforms. He reported serving approximately $280 million
in advisory, brokerage and retirement plan assets* and joins LPL
from JPMorgan Chase.
Based in Santa Monica, Calif., Oczachowski is a 25-year veteran
of the financial services industry. Specializing in retirement
income planning, he is dedicated to helping clients create
sustainable income streams and navigate the complexities of
retirement. He also provides support in investment management, risk
management and estate planning.
The move to LPL marks the inception of Noble Traditions Wealth,
a moniker chosen to embody fiduciary standards and his mission to
create a client-centric practice. “My commitment is to forge
robust, enduring connections with those I serve, delivering
tailored investment strategies and retirement plans that align with
their distinct aspirations and requirements,” he said.
His transition to LPL Financial was motivated by the pursuit of
autonomy and the opportunity to conduct business on his terms.
“I am delighted to be affiliating with LPL Financial,” said
Oczachowski. “The firm's dedication to independence and its
client-focused philosophy are in perfect harmony with my own
principles. This move will enable me to enhance the services I
offer my clients, create efficiencies in my office and build a
practice where the product isn’t the focus — the relationships
are.”
Oczachowski was especially drawn to LPL’s integrated technology
and flexibility to curate programs that are the best fit for his
business. He added, “Independence is akin to a blank canvas, and
LPL equips us with the finest 'paint colors' from across the globe.
It allows us to do business with ease, thereby empowering us to
direct our focus on client needs.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We’re pleased to welcome Garrett to the LPL
community. His desire to put his clients’ interests first and his
focus on building strong personal relationships align perfectly
with our firm’s culture. At LPL, we constantly strive to innovate
our technology and solutions to help our advisors differentiate
their practice and enhance their clients’ lives. We look forward to
supporting Noble Traditions Wealth for years to come.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Noble Traditions
Wealth and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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