Published Oct. 13, 2015
Rock Hill-based Palmetto Investment Consultants has joined independent broker-dealer LPL Financial, the Charlotte organization announced recently.
The S.C. business will provide fee-based advisory services through Independent Advisor Alliance. Founded by John Sloop and John Black, Palmetto has managed more than $135 million of client assets.
"We are excited to join IAA and LPL," Sloop said. "Particularly, we look forward to being able to take advantage of LPL's leading-edge technology and research as well as the seamless integration of its unified self-clearing platform."
The firm, which includes three professional relationship managers, provides full-service financial services and customized financial planning for individuals and businesses. Services include tax and investment management, retirement strategies and estate conservation, among others.
"In addition, with IAA headquartered nearby in Charlotte, we look forward to enjoying the personalized service and support that kind of proximity can provide," Black said. "We are also in the unique position of being just down the road from LPL's current Charlotte offices and its future Fort Mill, S.C. campus, and we appreciate that we are affiliating with a locally-based firm."