LOS ANGELES, Feb. 18, 2021 /PRNewswire/ — Farpointe Wealth Companions, LLC (“Farpointe”), an independent economical advice firm in just the Cetera community, has announced that Schexnayder Prosperity Advisors, a $190 million asset staff led by Operator and Senior Advisor, Nolan Schexnayder, has joined the workforce. Based mostly in the New Orleans metropolitan space, Schexnayder Wealth Advisors’ crew of seven specializes in furnishing tax, accounting and prosperity administration companies. Farpointe, co-started by Scott Rawlins and Brian Stern, grew to become an independently owned small business in Cetera’s* economic experienced network in December of 2020.
Schexnayder joins Farpointe just after extra than 34 yrs at his prior business. Commenting on his decision, Schexnayder claimed, “Provided continuous adjust in the organization, even the most seasoned veterans have to have to associate with tested leaders who will advocate for us and acquire a particular desire in helping us defeat operational and regulatory troubles. We had been captivated by the talent of Farpointe’s leadership, and the firm’s vision of curating an distinctive team of like-minded money experts who benefit trust, collaboration and significant personal interactions galvanized by a shared society.”
Schexnayder will also be becoming a member of the Board of Directors of Farpointe. Rawlins mentioned that “Nolan was a best producer for around 25 several years at his prior organization and was a pioneer in supporting pave the way for CPAs to give comprehensive financial setting up services. Farpointe will reward greatly from Nolan’s substantial practical experience making and working his very own prosperous wealth management small business, and from his decades on the entrance line as a monetary specialist.” Stern added, “It is very significant to us that our money pros experience related to the people creating the decisions that effects their small business. We want our economical professionals to have a formal voice in our corporate governance to assist identify the strategic direction of the organization.”
John Pierce, Cetera’s Head of Recruiting shared, “Functioning a cohesive tax and wealth management observe demands a commitment to service and hugely specialized groups. Cetera understands and values the one of a kind situation of the CPA/tax specialist in offering impactful money information to consumers. We are thrilled to welcome equally Farpointe and Schexnayder Wealth Advisors to Cetera, and we appear forward to future success alongside one another.”
Cetera is actively recruiting leading talent in the money career together with fiscal pros affiliating direct or in a branch model, tax pros, banking companies and credit history unions and regional groups (OSJs) with a concentration on driving expansion, a exceptional service knowledge, and the delivery of an Advice-Centric Experience®. Cetera’s multi-affiliation expansion product is intended close to specialty communities to enable economical experts to develop their way.
“Securities offered by way of Cetera Money Specialists LLC (carrying out coverage company in CA as CFGFS Coverage Agency LLC), member FINRA/SIPC. Expense advisory solutions offered by way of Cetera Expense Advisers LLC.”
About Cetera Economic Team®
Cetera Economical Team (Cetera) is a primary economical information company. It empowers the shipping of an Guidance-Centric Experience® to folks, people and companies across the state by way of unbiased economic professionals as nicely as reliable tax industry experts and banking companies and credit history unions. It truly is headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
In depth solutions contain: prosperity administration answers, retirement approach solutions, advisory solutions, apply management help, ground breaking engineering, advertising direction, regulatory guidance, and sector investigate.
“Cetera Economical Team” refers to the community of independent retail corporations encompassing, amid many others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Expense Solutions LLC (promoted as Cetera Fiscal Institutions or Cetera Buyers), Cetera Fiscal Specialists LLC, and Initial Allied Securities, Inc. All corporations are associates FINRA / SIPC.
Individuals affiliated with Cetera corporations are either Registered Representatives who give only brokerage companies and obtain transaction-based mostly compensation (commissions), Expense Adviser Representatives who give only investment advisory services and obtain fees dependent on assets, or equally Registered Representatives and Financial investment Adviser Representatives, who can offer the two styles of providers.
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