CHARLOTTE, N.C., Dec. 13, 2021 (World NEWSWIRE) — LPL Financial LLC announced these days that economic advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Financial, the firm’s staff advisor model. In becoming a member of, he will start his new independent practice, Trent Wealth Administration of LPL Financial. He reported having served somewhere around $two hundred million in advisory, brokerage and retirement approach belongings*, and joins LPL from Wells Fargo Advisors.

Bob Trent started out his occupation in company finance and advertising and marketing prior to shifting to the economic providers market in 2002. The transfer to LPL was the up coming action towards making a brand name and multi-generational business enterprise to serve shoppers for years to occur. With Trent Wealth Administration of LPL Financial’s start, Bob Trent will be the 1st advisor in a new Linsco business office in Santa Rosa, Calif. He is joined by Senior Shopper Company Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to expand the team’s touch to the up coming technology of shoppers.

“We invested a excellent deal of time on owing diligence to come across the best prosperity administration company to serve our shoppers, each now and into the foreseeable future,” Trent explained. “LPL stood out as a distinct market chief, and offers us the independence to run our business enterprise on our possess terms, with additional freedom to manage portfolios as we see in good shape for our shoppers. We will also reward significantly from LPL’s expansive investigate and modern technologies, which makes it possible for us to do the job additional rapidly and efficiently. We consider the simplicity of accomplishing business enterprise at LPL will create additional time for us to services shoppers at a better level.”

Linsco by LPL delivers included layer of assistance
The Trent team explained they respect the enhanced level of assistance supplied by LPL’s Linsco staff model, together with the true estate sourcing and extra advertising and marketing sources to enable make out their internet site and converse additional efficiently with shoppers. Linsco advisors have brand name autonomy and the ability to make their possess conclusions on the everyday functions in just their practice. With accessibility to LPL’s built-in prosperity administration system and modern sources, they are geared up with the instruments they want to create differentiated ordeals for shoppers. Moreover, Linsco advisors obtain thorough turnkey assistance that consists of administrative skilled providers and an skilled branch administration team to enable assistance their aims and tactic.

Scott Posner, LPL government vice president, Small business Progress, explained, “We welcome Bob and Anthea to the Linsco family members, and are honored they turned to LPL to enable make their fantastic practice. We also welcome Oliver to our signature Advisor Institute application, which can help up and coming advisors attain valuable on-the-occupation experience even though laying the groundwork for long-expression growth. At LPL, we basically consider that advisors really should serve their shoppers the way they consider is best, with alternative and overall flexibility in how they make their business enterprise. We will assistance their eyesight and business enterprise aims by delivering advisors with modern capabilities and business enterprise answers developed to fulfill advisors exactly where they are in the evolution of their practice. We seem ahead to a long-long lasting and thrilling journey with Trent Wealth Administration, and are thrilled to expand the Linsco presence in Santa Rosa.”

Inside the Linsco by LPL Financial model

Advisors, come across an LPL business enterprise advancement representative near you.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) was established on the principle that the company really should do the job for the advisor, and not the other way all-around. These days, LPL is a chief** in the marketplaces we serve, supporting additional than 19,000 economic advisors, 800 institution-primarily based investment decision programs and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Americans should have accessibility to individualized advice from a economic advisor. At LPL, independence means that advisors have the freedom they should have to opt for the business enterprise model, providers, and technologies sources that permit them to run their fantastic practice. And they have the freedom to manage their client relationships, since they know their shoppers best. Merely place, we choose treatment of our advisors, so they can choose treatment of their shoppers.

*Dependent on prior business enterprise and signifies belongings that would have been custodied at LPL Financial, relatively than 3rd-occasion custodians. Claimed belongings and client figures have not been independently and entirely verified by LPL Financial.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on full revenues, Financial Setting up journal 1996-2021) No. 1 provider of 3rd-occasion brokerage providers to financial institutions and credit rating unions (2019-2020 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021.

Securities and advisory providers offered via LPL Financial LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/SIPC. 

Throughout this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered associates and/or investment decision advisor associates affiliated with LPL Financial LLC. We routinely disclose facts that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

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Resource: LPL Financial Holdings, Inc.