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Chad Taylor, CFP® of Seapoint Wealth Recognized as One of LPL Financial's Top Advisors in 2024

Chad Taylor, CFP® of Seapoint Wealth Recognized as One of LPL Financial's Top Advisors in 2024

February 26, 2024

[SAN DIEGO] – Chad Taylor, a Certified Financial PlannerTM and Founder of Seapoint Wealth Advisors in San Diego, California, today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.

Chad is based in San Diego, CA, and serves clients across the country, providing comprehensive wealth management services, including investment management, retirement planning, tax planning, estate planning and wealth transfer, and charitable giving.

“Being included among LPL’s top advisors is truly an honor. Our clients’ trust in us to prioritize what matters most to them has been instrumental in our journey. Without their confidence, we wouldn’t be where we are today,” shared Chad Taylor. “This Masters Club award reflects the ongoing dedication of my team and me to serving our clients, and we take immense pride in that.”

“On behalf of the entire team at LPL, I am thrilled to congratulate Chad on his/her outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, Chad has taken their business to the next level, allowing them to dedicate more time to building meaningful client relationships with families in Southern California. Through their guidance, they have been instrumental in helping these families turn their aspirations into financial realities.”

Chad Taylor has been affiliated with LPL Financial, a leading wealth management firm, since 2021. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.

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About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

*Achievement is based on annual production among LPL-affiliated investment programs only.