LPL Financial (LPLA) announced James “Jim” Verdi, has joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. He reported serving approximately $350 million in advisory, brokerage and retirement plan assets and joins LPL from Osaic. Based in Smithtown, N.Y., Verdi founded Synergy Wealth Strategies in 2008, driven by the mission that investors deserve a reputable, stable and safe place to house their investments. The firm’s name comes from the definition of synergy: the combined power of a group of things when they are working together that is greater than the total power achieved by each working separately. Together with his team, Verdi takes a comprehensive and holistic approach to wealth management to help clients create a more confident financial future for themselves and their families.
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