Financial adviser George Elkin has joined Cetera Advisor Networks via North Ridge Wealth Planning LLC with his nephew, Josh Elkin. The Elkins provide financial planning and investment advice to clients and reported having $269 million in assets under administration, as of June 20, 2024. North Ridge joins Cetera from American Portfolios, an Osaic company.
“Changes at our prior firm prompted us to re-evaluate our values and where those values may best fit within the industry. As soon as I came across North Ridge and Cetera, I knew I’d found a perfect fit,” said George Elkin.
“I’m proud of North Ridge’s continued ability to attract top talent, including George and Josh,” said Matt Levy, chief executive officer of North Ridge Wealth Planning. “We operate under the principle that we only succeed if our network of independent advisers are at their best – and we look forward to working with both George and Josh to continue growing their practices and ultimately finding financial success for each of their clients.”
“I’ve spent my 32-year career dedicating my practice to the betterment of my clients’ financial lives. At North Ridge, I’ve found a network of professionals experienced at providing me the support I’ll need to maintain and grow the level of service my clients have come to expect. Add to that Cetera’s unparalleled suite of resources and I know I’ve found the best environment for my practice,” concluded George Elkin.
Both Elkins hold their FINRA Series 7, 63, and 66 licenses. George Elkin also has Series 24 and 51 registrations. George Elkin has an MBA from Hofstra University and a bachelor’s degree in economics from Stonybrook University. Josh Elkin has both an MBA and bachelor’s degree in finance from Molloy University.
Cetera Financial Group, which is owned by Cetera Holdings, serves more than 12,000 independent financial professionals and their teams, including tax professionals, banks, and credit unions in providing financial planning and wealth management services. Cetera oversees more than $521 billion in assets under administration and $224 billion in assets under management, as of June 30, 2024.
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