LPL Financial LLC announced today that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor Group network of broker-dealers.
Since 1992, Elite Financial Network has served clients in all aspects of their financial lives. Founded by President and CEO Dan Cairo, the Huntington Beach, Calif. team is comprised of 30 independent financial advisors who take a holistic approach to providing personalized services and proactive wealth management. “Our goal is to guide clients through the many financial milestones in their lives, from saving for a child’s college tuition to building wealth to living in retirement,” said Cairo, who serves as both financial advisor and enterprise leader. The firm’s leadership team also includes Craig Wong, managing partner, and Dan’s wife, Cindy Cairo, co-owner and CFO.