CHARLOTTE, N.C., Nov. 02, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) announced today that Integrity Wealth Crew has joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms. The advisors documented possessing served somewhere around $a hundred seventy five million in advisory and brokerage property*. They be a part of LPL from Ameriprise Economical Products and services.
Primarily based in Tampa, Fla., Integrity Wealth Crew was founded when fiscal advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their methods. They thought their capabilities complemented every other and that a team solution would greatest profit consumers. Together, they present in depth fiscal preparing and socially-responsible financial investment assistance for their customer base of retirees and profitable youthful business owners.
On the lookout for extra adaptability, supplemental solutions and the independence to operate their business enterprise on their possess terms, the advisors chose to partner with LPL. “We feel the go to LPL will enhance the degree of services and assistance solutions that our consumers have earned,” Helms reported. “LPL’s built-in technology, blended with sturdy preparing software, will create extra efficiencies in our apply and enable us differentiate the customer knowledge. We also appreciate LPL’s potent lifestyle, values and determination to taking care of its advisors.”
For Helms, who was formerly affiliated with LPL, the go to LPL was a homecoming. He reported he appreciates the firm’s cultural and services transformation, and he is thrilled to reunite with the industry chief.
For Silva, the go allowed her to rebrand her business enterprise beneath the Integrity name. She mentioned, “Our philosophy is to serve our consumers with integrity, enable to align their investments with their values, and to be equipped to give back again to their communities in a meaningful way. We appreciate all of the solutions that LPL gives in the ESG and SRI room.”
Scott Posner, LPL govt vice president, Business enterprise Advancement, mentioned, “We prolong a heat welcome to Lauren, Nate and their team. Having care of LPL advisors is our complete aim and mission. We are dedicated to encouraging advisors construct flourishing methods, the place they can function on their possess terms and present their consumers with differentiated encounters. LPL is uniquely positioned in the unbiased marketplace to make ongoing investments in innovative abilities and sturdy business enterprise means designed to enable advisors satisfy the evolving requirements of the industry and their consumers. We glimpse forward to supporting the Integrity Wealth Crew for decades to appear.”
Advisors, discover an LPL business enterprise advancement representative near you.
About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the business should really get the job done for the advisor, and not the other way close to. Nowadays, LPL is a chief** in the markets we serve, supporting extra than 19,000 fiscal advisors, 800 establishment-dependent financial investment applications and 450 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us citizens have earned obtain to goal direction from a fiscal advisor. At LPL, independence signifies that advisors have the independence they have earned to pick the business enterprise product, providers, and technology means that permit them to operate their fantastic apply. And they have the independence to deal with their customer relationships, mainly because they know their consumers greatest. Only place, we get care of our advisors, so they can get care of their consumers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Primarily based on complete revenues, Economical Arranging journal 1996-2021) No. 1 provider of 3rd-social gathering brokerage providers to banking institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Primarily based on prior business enterprise and represents property that would have been custodied at LPL Economical, relatively than 3rd-social gathering custodians. Described property and customer figures have not been independently and thoroughly confirmed by LPL Economical.
Securities and advisory providers made available via LPL Economical LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC.
In the course of this communication, the terms “financial advisors” and “advisors” are used to refer to registered reps and/or financial investment advisor reps affiliated with LPL Economical LLC. We routinely disclose information and facts that may well be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.
Integrity Wealth Crew and LPL Economical are individual entities.
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