Arakelian Wealth Management (AWM) is proud to welcome Jane Levine, CFP® as the newest advisor to their organization. AWM is an affiliated office of LPL Financial based in San Ramon, California, and seamlessly services clients throughout California and several states throughout the country.
While 2020 has been a struggle for many offices, it has proved to be a banner year for Stuart Arakelian of AWM. With their new corporate office in San Ramon and a growing client base, AWM was ready to add to their team. Over his 35 years in the business, Danville resident and active community member Arakelian has been recognized as a Chairman’s Club* advisor by LPL, along with numerous other company and industry awards throughout his career. AWM prides themselves in delivering a truly holistic and comprehensive approach to their financial planning, and as they searched for an advisor, Arakelian knew they wanted the presence of a seasoned female advisor who shared this perspective on their team.
With 36 years of industry experience, Levine provided the insight and integrity they sought. “Like AWM, Levine had a concentrated number of households to which she holds strong, committed relationships,” Arakelian stated. “We knew she’d be the ideal fit.” Levine, fellow Danville resident and past President of the East Bay Financial Planning Association, spent 13 years at Washington Gas Light and attained the positions of Director of Investor Relations, and Pension Plan Oversight, reporting to the CFO. After moving to New Jersey in 1983, she gained experience in stock brokerage, insurance, and financial planning. Eventually obtaining her CFP® designation, she moved to California in 1995 and became affiliated with LPL. Levine says that she chose LPL Financial for their independence, allowing her to serve her clients best.
Both Arakelian and Levine are existing members of The Financial Services Network, a business support organization providing resources to independent financial advisors. Leveraging The Network’s investment management expertise, AWM has the opportunity to expand clearing relationships with additional custodians such as Schwab, TD, and Fidelity to provide further options for their clients. They also appreciate The Network’s strong relationship with LPL and their ability to act as advocates on behalf of their practice and clients.
Christopher Mercado, Managing Partner of The Financial Services Network, said, “The Network is thrilled by the union of Arakelian and Levine. We have no doubt that their expertise and commitment will only further enhance and support their clients’ experience.”
With the union of the two veteran advisors, AWM is better poised than ever to deliver on the mission statement, “Mindful, comprehensive financial advice is a fundamental need for everyone. We allow our clients to focus on their life’s priorities while we diligently support them at every stage to guide and help ensure that their financial aspirations ultimately become reality.”
The Financial Services Network (The Network) http://www.fsnweb.com, is a national enterprise office (OSJ) and multi-custodial hybrid RIA with over $18B under advisement across the organization. Assets are custodied at their affiliated broker/dealer – LPL Financial, and/or their custodial partners, including LPL Financial, Schwab, Fidelity, and TD Ameritrade. Strategic Wealth Advisors Group (SWAG) is The Network’s wholly owned RIA with over $4.5B in assets under management. The Network supports advisors who are independent and affiliate traditionally with an independent broker/dealer (for both brokerage and advisory business through the corporate RIA) through their OSJ model. The Network’s hybrid RIA, SWAG, also supports advisors who manage a Fee Only/RIA Only business as well as those in need of a Hybrid RIA.
*LPL’s Chairman’s Club distinction is awarded to less than 5% of LPL advisors nationwide
The consultants of The Financial Services Network are registered representatives with, and securities are offered through, LPL Financial, member FINRA/SIPC. Fee-based investment advisory services may be offered through Strategic Wealth Advisors Group (SWAG) or LPL Financial. Neither SWAG nor The Financial Services Network are affiliated with LPL Financial. Schwab, Fidelity and TD Ameritrade are separate entities from LPL Financial.
The financial consultants of Arakelian Wealth Management are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC a registered investment advisor. Strategic Wealth Advisors Group, LLC and Arakelian Wealth Management are separate entities from LPL Financial.
*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.