LPL Financial Welcomes Guy Rodgers Private Wealth Strategies

CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Monetary LLC introduced nowadays that monetary advisor Person Rodgers has joined LPL Financial’s broker-supplier, corporate registered expenditure advisor (RIA) and custodial platforms. He noted obtaining served somewhere around $a hundred seventy five million in advisory and brokerage belongings*. He joins LPL from Wells Fargo Monetary Advisors Network.

Just after beginning his occupation as a loved ones lawyer, Rodgers identified the require for far more moral monetary advisors to assistance folks via instances of changeover, like divorce, accidents or death. He shifted to his new occupation as an advisor in 2008, launching a practice targeted on offering advanced procedures and monetary preparing to tutorial purchasers via changeover. Primarily based in Mansfield, Texas, Person Rodgers Private Wealth Procedures also has a three member support crew, like his spouse, Gina, who serves as the firm’s place of work manager, as very well as his assistant Aida Chianappi, who spent 20 years as a paralegal for profitable loved ones attorneys in Texas and now presents a substantial-degree of services to the firm’s purchasers.

“The very last pair of years have been making an attempt on absolutely everyone, no matter whether they’re preparing to retire, lost a career or suffered the death of a loved a person,” Rodgers stated. “In the wake of an ongoing pandemic, it is far more essential now than at any time in advance of to have a knowledgeable and moral monetary advisor to assistance get ready for the surprising existence events.”

Hunting to elevate his practice, provide improved services in instances of disaster and work in his clients’ ideal interest, Rodgers selected to go his small business to LPL. He mentioned, “LPL presents a wide breadth and depth of preparing and expenditure selections, and most importantly, allows me to develop differentiated services experiences for my purchasers. Our slogan is ‘clarity, assurance and concierge treatment,’ and I believe LPL offers me the ideal selection to provide all those people services to my purchasers.”

Scott Posner, LPL government vice president, Enterprise Progress, mentioned, “We welcome Person and his crew into the LPL community and are dedicated to staying their lengthy-time period partner for years to occur. We will continue leveraging our scale to make ongoing investments in revolutionary technological innovation, ideal-in-class services experiences and other prosperity management methods that provide value and assistance address the evolving requirements of Person Rodgers Private Wealth Procedures and all of our other purchasers.”

Read about other companies that lately joined LPL in the LPL Monetary News and Media area of LPL.com.

Advisors, discover an LPL small business growth representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was established on the theory that the business really should work for the advisor, and not the other way about. These days, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 monetary advisors, 800 establishment-based expenditure systems and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the perception that People deserve obtain to objective steerage from a monetary advisor. At LPL, independence indicates that advisors have the liberty they deserve to decide on the small business model, services, and technological innovation methods that allow for them to operate their perfect practice. And they have the liberty to regulate their consumer relationships, simply because they know their purchasers ideal. Just place, we just take treatment of our advisors, so they can just take treatment of their purchasers.

** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Dealer in the U.S (Primarily based on complete revenues, Monetary Setting up magazine 1996-2021) No. 1 provider of third-party brokerage services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Primarily based on prior small business and signifies belongings that would have been custodied at LPL Monetary, somewhat than third-party custodians. Noted belongings and consumer quantities have not been independently and entirely verified by LPL Monetary.

Securities and advisory services presented via LPL Monetary LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC

All over this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or expenditure advisor reps affiliated with LPL Monetary LLC. We routinely disclose details that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” area of our site.

Person Rodgers Private Wealth Procedures and LPL Monetary are individual entities.

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