LPL Financial: CoastPoint joins broker-dealer, RIA, custodial platforms

LPL Financial LLC announced Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch an independent practice, CoastPoint Financial, LLC. The firm reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors. Based in Victoria, Texas, both advisors had an early appreciation for investments but took unique paths into the industry. Zafereo was a tax accountant early in his career and then served for 22 years as a chief financial officer and office manager for a private family operation prior to becoming an advisor in 2011. Burgess worked as a security supervisor for the state prison system before shifting to financial services in 2004. They teamed up in 2014, recognizing that their combined skillsets would be instrumental in providing greater service for their approximately 400 clients. Simmons joined the team in 2021 after working for 10 years as a personal banker, and Loos joined the group in 2023 after 28 years as owner/ director of a childcare center.