Laura J. LaTourette, founder and managing associate of Dahlonega, Ga.-based Household Wealth Administration Group, has left dealer/vendor LPL Monetary for Carson Group’s independent registered investment advisor network.
LaTourette joined Carson Companions in February after greater than 21 years of working with dealer/vendor LPL, with a specialization in serving LGBTQ+ purchasers. She had additionally served on LPL’s range and inclusion council, in response to a 2019 podcast she appeared on with WealthManagement.com.
LaTourette, who turns 65 in August, mentioned by way of e mail that the transfer is a part of her succession plan, with the considered retiring about 5 years from now.
With Carson Companions, she mentioned she has “discovered the place I really feel I match nicely into the tradition [and will] nonetheless maintain my independence in some ways.”
LaTourette introduced alongside her workforce of three girls, together with her daughter, who has been with the agency for 5 years and is getting her CFP certification, and her daughter-in-law, who has been with the RIA for 3 years and is beginning certified paraplanner coaching.
“That is actually an thrilling time in my private life, and my purchasers are so supportive and pleased with me,” mentioned LaTourette, who’s within the strategy of transitioning these purchasers. “It is humbling, actually.”
LaTourette mentioned she is listening to extra from purchasers and potential purchasers within the LGBTQ+ group who, because the election, are “fearful to be a part of the focused victims from [Trump’s] new administration.”
“Due to the election outcomes, I’ve received many new purchasers coming in,” LaTourette mentioned. “I work with a distant base of purchasers primarily now. Though I began my agency regionally, I’ve expanded to extra of a distant nationwide attain. I’m constructing a rainbow community.”
A Carson spokesperson mentioned by way of e mail: “Traders right this moment are on the lookout for and anticipating to search out an advisor who appears to be like like them and shares a few of their experiences. We’re very motivated to make sure we now have broad illustration of advisors in our community to service each consumer.”
The spokesperson added that Carson is “fascinated with persevering with to develop the variety of girls advisors at Carson and within the trade. Its our purpose to show a really welcoming and supportive group that makes us a best choice for all advisors.”
Carson Group created Carson Companions in 2012 as a platform for advisors to leverage its advertising, compliance, expertise, funding administration and operations. The community, a Carson Wealth division, has over 150 affiliated advisors and $26.8 billion in belongings below administration as of its newest ADV Type submitting.
LaTourette declined to offer the agency’s complete consumer belongings.
