SACRAMENTO, Calif., February 24, 2022 /PRNewswire-PRWeb/ — The Financial Services Network (The Network) is pleased to announce that Joel Gourdin joined their team as the new Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team at Principal Financial Group, where he spent three years as director of portfolio analysis.
This new position aims to leverage the knowledge and resources of the portfolio advisory team to provide advice to network advisors on the topics of investment strategy, asset allocation, security selection and of the risk of the portfolio, both on its behavior on the market and in the context of the client. risk tolerance. Knowing the challenges of applying quantitative analysis, his mission is to make the complex more understandable, which will improve the end client’s investment experience. “The most valuable asset for the modern advisor is time,” Gourdin said. “As the number of fintech options and quantitative tools available to professionals grows, outsourcing both portfolio thinking and analysis makes sense for so many independent practices. I couldn’t be more excited to join The Network’s portfolio advisory team at a time as the demand for experienced portfolio advice continues to grow.”
“As Joel joins Tim and Chris on our leadership team, PC Services far exceeds our expectations internally,” Jeremy Olensaid the managing partner and chief investment officer. “We are confident that with Joel’s help, we will be able to bring a new level of outsourced service to our advisors, and that is exciting.”
The Financial Services Network is a group of professionals who provide services to finance professionals affiliated with LPL Financial (LPL) or Strategic Wealth Advisors Group (SWAG). Advisors affiliated with LPL Financial as Investment Advisor Representative and Registered Representative oversee $8.3 billion consulting assets and $8.8 billion brokerage assets through LPL. Strategic Wealth Advisors Group (SWAG) is a Registered Investment Advisor (RIA) with over $6.7 billion of assets under management at November 2021. These advisers are affiliated with SWAG and are registered representatives of LPL Financial and oversee $3.9 billion brokerage assets at LPL. The network supports advisors who affiliate with an independent broker/dealer, LPL Financial, (for brokerage and advisory business). The network’s hybrid RIA, SWAG, also supports advisors running a Fee Only/RIA Only business as well as those who require a hybrid RIA.
Portfolio Consulting is a service provided through The Network that provides personalized portfolio research for advisors that is exclusive to each Independent Advisor’s practice. The service includes personalized advice on models, investment research and due diligence, monitoring, trading/rebalancing, tax harvesting, concentrated inventory management, investment committee meetings, as well as transaction logs, justification and documentation modeled after an institutional investment process. The portfolio advisory team currently provides services to a select group of advisors whose assets are held at LPL Financial, Schwab, Fidelity and TD Ameritrade.
The Financial Services Network consultants are registered representatives of, and securities are offered by, LPL Financial, member FINRA/SIPC. Paid investment advisory services may be offered through Strategic Wealth Advisors Group (SWAG) or LPL Financial. SWAG and The Financial Services Network are separate entities from LPL Financial. Schwab, Fidelity, TD Ameritrade, SWAG and the Financial Services Network are not affiliated with LPL Financial.
The Financial Services Network, The Financial Services Network, 6504450475, [email protected]
SOURCE The Financial Services Network