StageAcquired | Acquired
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Expert Collections containing National Planning Holdings
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
National Planning Holdings is included in 3 Expert Collections, including Wealth Tech.
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Capital Markets Tech
Companies in the capital markets tech space are providing software and/or services for investment banks, hedge funds, investment managers, and so forth. Companies included use technology across the front, middle, and back-offices and streamline all pre- and post-trade operations.
Latest National Planning Holdings News
Dec 22, 2021
Elite Financial Network has 32 financial advisers in its network across California. December 22, 2021 As 2021 nears its close, LPL Financial has reeled in a big fish, Dan Cairo and Elite Financial Network, from rival Securities America Inc. Based in Huntington Beach, California, Elite Financial Network has 32 financial advisers in its network across the Golden State, according to the firm’s website. Cairo is the CEO. The firms involved would not comment on the amount of client assets those advisers work with, but according to an industry source with knowledge of the move who asked not to be named, Elite Financial Network has at least $1 billion in client assets. That would be in line with expected growth over the past four years when Securities America recruited Cairo and Elite Financial Network. At the time, the broker-dealer said the group had $744 million in advisory and brokerage assets. Cairo’s registration with LPL Financial became active Dec. 15, according to a BrokerCheck report. He was registered with Securities America starting in October 2017 and prior to that with National Planning Corp. Cairo did not return a call Tuesday to comment. A spokesperson for LPL also did not comment. A spokesperson for Advisor Group, a network of broker-dealers that includes Securities America, in an email noted that the network does not comment on firms that are no longer affiliated with it. It’s been a circuitous route for Cairo and his firm. LPL in 2017 bought the brokerage assets of National Planning Corp. and other brokerage firms working as part of the National Planning Holdings Inc. network. While LPL held onto the majority of assets and advisers in that deal, some big National Planning Holdings offices did jump to rivals rather than work at LPL. LPL has posted another strong recruiting year, gaining a net 813 financial advisers through the end of September, according to InvestmentNews data. Last year, it consolidated three small broker-dealers into Securities America. And notably, last month Kevin Myeroff of another Advisor Group firm, Royal Alliance Associates Inc. whose firm, NCA Financial Planners, has about $1.7 billion in client assets, said he was leaving Royal Alliance when he sold his firm to Sequoia Financial Group. For reprint and licensing requests for this article, click here
National Planning Holdings Frequently Asked Questions (FAQ)
Where is National Planning Holdings's headquarters?
National Planning Holdings's headquarters is located at 100 North Sepulveda Blvd., El Segundo.
What is National Planning Holdings's latest funding round?
National Planning Holdings's latest funding round is Acquired.
Who are the investors of National Planning Holdings?
Investors of National Planning Holdings include LPL Financial.
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