LPL Financial: Latus Group joins broker-dealer, RIA, custodial platforms
LPL Financial announced that financial advisors David Segarra, AIF, CPFA, and Sean Sullivan of Latus Group, Ltd. have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $320 million in advisory, brokerage and retirement plan assets, and join LPL from Centaurus Financial, Inc. Segarra, who founded Latus Group in 2009 and serves as president, followed an unconventional route to the wealth management industry. Beginning his career as a Seattle police officer and SWAT team member, Segarra developed a passion for trading and investments in the mid-1990s, leading him to pivot and follow this new path. Segarra has since grown his Las Vegas-area practice to serve corporate and private wealth clients nationwide. A testament to the practice he has built, the National Association of Plan Advisors recognized Segarra as one of the Nation’s Top 200 401(k) Advisors, and selected him as a delegate to brief the US Sen. Majority Leader Harry Reid’s Chief Tax and Economic Advisor on retirement plan tax reform and proposed Department of Labor regulations.
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