LPL Financial (LPLA) announced Matthew Sweeney, John Folsom and Tanner Carter, have launched a new independent practice, EverMark Investment Partners, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $425M in advisory, brokerage and retirement plan assets and join LPL from RBC. Based in San Diego, Folsom and Sweeney have collaborated since 1996 and bring a combined seven decades of financial industry experience to the practice. Carter, who entered the financial industry in 2019, completes the team. Together with Senior Investment Associates Nomah Cronk and Kristin Garnica, the team takes a collaborative approach to helping their clients work towards more secure financial futures.
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