Laura J. Latourette, founder and managing partner of Dahlonega, GA -based family wealth management group, has left Financial LPL broker/trade for Independent Registered Investment Network Registered Carson Group.
Latourette joined Carson Partners in February after more than 21 years of mediator/trader LPL, with a specialization in the LGBTQ+customer service. It had also served in the diversity council and involvement of LPL, according to a Podcast 2019 she appeared with her Assemblyamagamant.com.
Latourette, who turns 65 in August, emailed that the mass is part of her success plan, with the thought of retirement about five years from now.
With Carson Partners, she said she has “found the place I feel I have adapted well in culture (and do) still keep my independence in many ways.”
Latourette brought her team with three women, including her daughter, who has been with the firm for five years and is receiving her CFP certification, and her bride, who has been with RIA for three years and is starting qualified Parandlanner training.
“This is really an exciting time in my personal life, and my clients are so supportive and proud of me,” said Latourette, who is in the process of transitioning those clients. “Maulinght humble, indeed.”
Latourette said she is listening to more from customers and potential customers in the LGBTQ+ community who, since the elections, are “worried about being part of the victims' targets (Trump).”
“Because of the election results, I have a lot of new clients coming,” Latourette said. “I work with a remote customer base mainly now. Although I started my signature in the country, I have expanded to more a remote national extension. I'm building a rainbow network. ”
Latourette declined to provide the firm's total assets of the firm's client.
Carson Group created Carson Partners in 2012 as a platform for advisers to use marketing, compliance, technology, its investment management. The network, a Carson wealth division, has over 150 connected councilors and $ 26.8 billion in management wealth since its latest form Adv.