LPL Financial: SC Financial Group joins broker-dealer, RIA, custodial platforms

LPL Financial announced that SC Financial Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $220 million in advisory, brokerage and retirement plan assets, and joins LPL from Cadaret Grant & Co, now part of the Atria Group. Financial advisors Shane Cloninger and Susan Carter, who has since retired, founded the Bellevue, Wash.,- based practice in 2008 with a mission to deeply understand and foster each client’s true needs and financial goals. The multigenerational practice has evolved over the years to include fellow advisors Robert Davis, Rumesh Senanayake and Alex Carter, Susan’s son.