CHARLOTTE, N.C., Nov. 09, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) declared right now that economic advisor Scott E. Howell CFP® has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Companions, a large company on LPL’s hybrid RIA system. He described owning served close to $400 million in advisory, brokerage and retirement prepare assets*, and joins from HSBC.
For extra than 24 a long time, Howell has assisted substantial-web-really worth families, executives and tiny companies prepare, expand and secure their economic life by delivering individualized information tailored to every single client’s demands. “It is the greatest reward to build very long-phrase relationships and see clients’ objectives occur to fruition,” Howell claimed.
Just after expending his complete occupation in wirehouse and banking channels, Howell is psyched to start a new independent observe with the support of LPL and Gladstone. He is dependent in Gladstone’s Chester, N.J. headquarters, with ideas to before long safe a new associate office in Summit, N.J. He’ll also carry on to serve his consumers in the New York City area.
“I’ve spent a long time studying and examining the advisory business. I think that the independent product is the finest circumstance state of affairs for my consumers. It is often been my end sport,” Howell claimed. “LPL is a publicly traded Fortune 500 firm that provides all of the tools and methods that I will need to produce for my consumers and be the finest advisor attainable. LPL has the scale, merchandise, technological know-how, and compliance oversight that my consumers have to have. It also lets me to entirely benefit from my CFP® designation to uphold the fiduciary typical.”
Howell claimed Gladstone adds an added layer of tradition and infrastructure to help his observe prosper. “I really delight in remaining back again in the advisor tradition. The transfer lets me to dedicate all of my time solely to my consumers. I am extra concentrated and streamlined than ever prior to, backed by terrific companions, investigate and methods,” he claimed.
Robert Hudson, founder and chairman of Gladstone Wealth Companions, said, “We are proud to support Scott’s journey to independence through his affiliation with our Partnership product. The trend is making momentum as extra advisors carry on to transfer to independence, and we are below to deliver individualized support every single stage of the way. We glimpse ahead to encouraging Scott improve worth with consumers and build an even extra prosperous observe by delivering him with extensive support, backed by the scale and methods of Gladstone and LPL.”
Scott Posner, LPL government vice president, Business enterprise Improvement, said, “We prolong a warm welcome to Scott and congratulate Gladstone on its ongoing progress. The demand from customers for our versatile company product carries on to expand as advisors know they have a choice in how they build their techniques and serve their consumers. We think that advisors know their consumers finest, and they really should be ready to build a excellent observe that helps them produce what their consumers will need and worth. We attempt to be a very long-phrase associate to advisors, delivering them with robust methods and progressive technological know-how developed to help them expand and prosper. We glimpse ahead to supporting Scott and the Gladstone crew for a long time to occur.”
Advisors, obtain an LPL company growth representative near you.
About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the company really should do the job for the advisor, and not the other way close to. Now, LPL is a chief** in the markets we serve, supporting extra than 19,000 economic advisors, 800 establishment-dependent financial commitment systems and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Us residents have earned obtain to goal steering from a economic advisor. At LPL, independence indicates that advisors have the flexibility they have earned to pick the company product, expert services, and technological know-how methods that permit them to run their excellent observe. And they have the flexibility to control their customer relationships, because they know their consumers finest. Simply place, we consider treatment of our advisors, so they can consider treatment of their consumers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Vendor in the U.S. (Based on whole revenues, Economical Preparing journal 1996-2021) No. one company of third-bash brokerage expert services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based on prior company and signifies assets that would have been custodied at LPL Economical, instead than third-bash custodians. Noted assets and customer figures have not been independently and entirely verified by LPL Economical.
Securities and advisory expert services supplied through LPL Economical LLC, an SEC– registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC
During this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Economical LLC. We routinely disclose facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.
Gladstone Wealth Companions and LPL Economical are individual entities.
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Media Make contact with:Lauren Hoyt-Williams(980) 321-1232
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Source: LPL Economical Holdings, Inc.
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