Capital Guardian, LLC Adds Additional Team to Their Independent Channel
Charlotte Based Firm Continues Growth of Business
CHARLOTTE, N.C., Oct. 12, 2012 /PRNewswire/ -- Capital Guardian, LLC announces the addition of Integrated Financial Strategies (IFS), formerly of LPL Financial, to the Independent Channel. With a 15 year history in Charlotte, IFS was voted a 5 Star Wealth Manager for Best in Client Satisfaction as reported by Charlotte Magazine and nominated as a finalist for the Silver Torch Award presented by the Better Business Bureau. In addition, IFS was included in the 2011 and 2012 NABCAP (National Association of Board Certified Advisory Practices) Premier Advisors list in the Charlotte Business Journal.
As an independent firm, IFS keeps a constant focus on the needs of their client family. The use of state of the art technology, including web based planning software, has allowed IFS to see positive growth in all economic conditions.
"We were searching for a World Class broker dealer that would allow us to offer investment brokerage, international business, insurance and annuities to our clients while affording us independence as an RIA. We selected Capital Guardian for their open architecture, concierge service for ease of doing business and known leadership," said Kelly Burke , IFS Managing Partner.
"We are extremely pleased with the opportunity for IFS join our elite independent group of Advisors. Having worked with IFS in the past, they are a known entity, with an outstanding track record in the local business community," said Brian Chapman , President of the Independent Channel.
About Capital Guardian - Capital Guardian is a boutique wealth management firm with offices strategically located throughout the United States. Capital Guardian offers advisors access to a true open platform, personalized support, global resources and an innovative management team. The firm's mission is to liberate and empower investors and advisors. More information on Capital Guardian is available at www.capitalguardianllc.com. For more information, please call Brian Chapman at (704) 705-1875.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
Contact: Brian Chapman
SOURCE Capital Guardian, LLC
More by this Source
Capital Guardian, LLC Announces Affiliation with Naples Firm QFA, LLC
Feb 15, 2013, 13:00 ET
Capital Guardian, LLC, Adds Strategic Alliance Financial Advisors Inc.
Feb 11, 2013, 10:30 ET
Capital Guardian, LLC Adds Vice President of Business Development Michael Spivey
Feb 08, 2013, 10:22 ET
Browse our custom packages or build your own to meet your unique communications needs.
Learn about PR Newswire services
Request more information about PR Newswire products and services or call us at (888) 776-0942.