The Financial Services Network Hires Top Talent, Jim Worden, CFA®, CMT®, CAIA®

SACRAMENTO, Calif., July 16, 2019 /PRNewswire-PRWeb/ -- The Financial Services Network (The Network), a leading LPL Financial Enterprise Office, announced today that Jim Worden, CFA®, CMT®, CAIA® will join the firm as Vice President, Portfolio Consulting, managing the Network's Portfolio Consulting team, effective July 15th.

The Portfolio Consulting team offers customized research, trading and overlay portfolio management through their Enterprise Office/Multi-custodial Hybrid RIA with partnerships that include LPL Financial, Schwab, Fidelity and TD Ameritrade. With more than 20 years of professional experience, Worden will focus on delivering exceptional service and product experience for The Network's advisors.

Worden joins The Network from Allworth Financial (formerly Hanson McClain) where he served as Director of Research.

"We could not be more excited to have Jim joining our organization. We are committed to investing in top talent as we enhance our ability to support our advisors and help them take their businesses to the next level." – Christopher Mercado, Managing Partner and Chief Investment Strategist with The Network.

Prior to Allworth, Worden held a variety of leadership and asset management roles at Securities America, Iron Point Capital, Sierra Capital and Wells Fargo Securities. Worden graduated from Brigham Young University - Hawaii in 1998 with a Bachelor of Science, International Business Management.

"I believe in The Network's vision for the future of this industry and their passion for supporting independent investment advisors," Worden states. "I am looking forward to making my contribution to an already talented team and help grow an organization that focuses exclusively on helping independent advisors thrive as entrepreneurs."

Jim will be reporting directly to Jeremy Olen, CFA, Managing Partner and Chief Investment Officer with The Network, who built and oversees The Network's customized Portfolio Consulting services offering. "Jim's contribution to the team will positively impact our organization by creating more capacity for the firm, provide mentorship for our team, and most importantly enhance the value of the services we provide our advisors and their clients," says Olen. "We are thrilled to have him on board."

The Financial Services Network (The Network) – http://www.fsnweb.com, is a national enterprise office (OSJ) and multi-custodial hybrid RIA with over $15B 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 $3.5B 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.

Portfolio Consulting is a service provided through The Network that provides customized portfolio solutions for advisors that are proprietary to each independent advisor's practice. The service includes customized model creation, investment research and due diligence, monitoring, trading/rebalancing, tax harvesting, concentrated stock management, investment committee meetings, as well as trade logs, rationale and documentation modeled after an institutional investment process. Overseeing nearly $2B in assets, the firm is currently providing services to select group of advisors with assets custodied at LPL Financial, Schwab, Fidelity, and TD Ameritrade.

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.

SOURCE The Financial Services Network