SGC Financial and Insurance Services, a 13-adviser hybrid managing $1 billion, has switched its broker-dealer and corporate registered investment adviser platforms from Securian Financial to LPL Financial, which it will use as its custodian.

The firm, which began as a general agency for an insurance company in 1945, is based in San Mateo, California.

Adviser Matthew Bond has been the firm’s president since 2011 and Cara Banchero serves as COO. The team includes 12 other advisers and several support staff members.

See the latest Advisers on the Move here.

Show CommentsClose Comments

Leave a comment