CHARLOTTE, N.C., Nov. 03, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) announced nowadays that River Towns Money Solutions has joined LPL Financial’s broker-supplier, corporate registered expense advisor (RIA) and custodial platforms, aligning with significant company JFC Advisor Community. The advisors claimed having served close to $350 million in advisory, brokerage and retirement plan belongings*. They be part of LPL from Cetera Money Team.   

With registered offices in Marietta, Beverly and Chillicothe, Ohio, River Towns has a loaded heritage in the community, beginning as an coverage agency in 1948 right before expanding into wealth administration in 1985. Manager and Owner Michael Anthony is joined by founders Leslie Futrell and Rick Walters, as well as fellow economical advisors Stacey Brooks and Keith Thieman. They are assisted by a extended-tenured four-member place of work assist workers.

“We are a community-oriented staff and happy to serve the quite a few smaller business owners, retirees and farmers in our towns. We check out our consumers as an extension of our own families, and we want what is ideal for them,” Anthony reported. “We get a staff method to giving answers for just about every stage of life, with companies spanning from thorough economical arranging to employee retirement plan methods.”

What helps set River Towns aside is that its 5 advisors every single signify a different decade, ranging in age from mid-30s to early 70s. “We all bring distinctive encounters and differing sights to the staff to enable assure our clients’ economical desires will be taken care of now and for generations to appear,” Anthony reported.

Hunting for a new companion, the staff turned to LPL for the future chapter of their business. “This go gives us the adaptability to go on to create the exercise on our own terms, putting our clients’ passions at the heart of every thing we do. With LPL, we have the stability of a publicly-traded business along with modern, built-in technological innovation that is in a uncomplicated structure, enabling us to shell out more time with consumers. There is nothing at all more fulfilling than currently being in a position to sit down facial area-to-facial area with consumers and enable them operate towards their economical desires.”

Jack Connealy, founder of JFC Advisor Community, said, “We are honored to welcome River Towns Money Solutions to JFC Advisor Community. They have constructed an incredible exercise, and their commitment to elevating their business is evidenced in their decision to go to LPL and affiliate with JFC. In undertaking so, they situation them selves to even further their progress and results. They profit not only from the technological innovation, equipment and platforms of the major impartial broker supplier in the nation, but at the similar time get a restricted-knit community of advisors and have the assist and advocacy of our extensive team of sector industry experts at JFC. We seem forward to supporting Mike, Stacey, Keith, Les, Rickie, and the total River Towns staff.”

Scott Posner, LPL govt vice president, Small business Development, said, “We welcome Mike, Les, Rick, Stacey and Keith to the LPL community and are happy that our impartial system served as a differentiator for the River Towns staff. As a companion with scale, our motivation to assistance and ongoing investments in our advisors’ enterprises is unwavering. We will go on to provide modern abilities and sturdy business answers designed to enable advisors create their perfect exercise and bring included worth to their consumers. We congratulate JFC on its ongoing progress and seem forward to a extended-lasting relationship with both equally JFC and River Towns Money Solutions.”

Advisors, obtain an LPL business development representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the principle that the company must operate for the advisor, and not the other way all around. Now, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 economical advisors, 800 institution-centered expense plans and 450 impartial RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that People should have entry to goal direction from a economical advisor. At LPL, independence implies that advisors have the flexibility they should have to select the business model, companies, and technological innovation means that enable them to run their perfect exercise. And they have the flexibility to deal with their client relationships, simply because they know their consumers ideal. Merely place, we get care of our advisors, so they can get care of their consumers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Vendor in the U.S (Primarily based on complete revenues, Money Setting up journal 1996-2021) No. one service provider of third-get together brokerage companies to financial institutions and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021

*Primarily based on prior business and represents belongings that would have been custodied at LPL Money, alternatively than third-get together custodians. Reported belongings and client numbers have not been independently and thoroughly verified by LPL Money.

Securities and advisory companies supplied by way of LPL Money LLC, an SEC– registered broker-supplier and expense advisor. Member FINRA/ SIPC

All through this communication, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or expense advisor reps affiliated with LPL Money LLC. We routinely disclose info that may be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

River Towns Money Solutions, JFC Advisor Community and LPL Money are separate entities.

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