CHARLOTTE, N.C., Dec. 13, 2021 (World NEWSWIRE) — LPL Fiscal LLC introduced nowadays that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Fiscal, the firm’s staff advisor model. In becoming a member of, he will launch his new impartial follow, Trent Prosperity Management of LPL Fiscal. He documented owning served about $200 million in advisory, brokerage and retirement program property*, and joins LPL from Wells Fargo Advisors.
Bob Trent begun his job in corporate finance and marketing and advertising before shifting to the financial expert services sector in 2002. The transfer to LPL was the future move toward building a manufacturer and multi-generational organization to serve clients for years to arrive. With Trent Prosperity Management of LPL Financial’s launch, Bob Trent will be the initially advisor in a new Linsco office in Santa Rosa, Calif. He is joined by Senior Consumer Provider Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will tap into LPL’s Advisor Institute to expand the team’s touch to the future technology of clients.
“We invested a good offer of time on owing diligence to locate the most effective wealth administration company to serve our clients, equally now and into the foreseeable future,” Trent reported. “LPL stood out as a very clear sector leader, and offers us the independence to operate our organization on our own phrases, with a lot more independence to handle portfolios as we see fit for our clients. We will also profit enormously from LPL’s expansive research and modern technological innovation, which will allow us to get the job done a lot more rapidly and effectively. We believe that the relieve of performing organization at LPL will develop a lot more time for us to provider clients at a larger degree.”
Linsco by LPL offers added layer of guidance
The Trent staff reported they take pleasure in the enhanced degree of guidance furnished by LPL’s Linsco staff model, together with the authentic estate sourcing and added marketing and advertising assets to support establish out their internet site and connect a lot more effectively with clients. Linsco advisors have manufacturer autonomy and the capability to make their own choices on the every day operations in just their follow. With entry to LPL’s built-in wealth administration system and modern assets, they are geared up with the tools they want to develop differentiated encounters for clients. Also, Linsco advisors obtain in depth turnkey guidance that features administrative professional expert services and an experienced branch administration staff to support guidance their ambitions and approach.
Scott Posner, LPL govt vice president, Business enterprise Advancement, reported, “We welcome Bob and Anthea to the Linsco family members, and are honored they turned to LPL to support establish their great follow. We also welcome Oliver to our signature Advisor Institute software, which will help up and coming advisors get worthwhile on-the-job experience although laying the groundwork for very long-term development. At LPL, we basically believe that that advisors should serve their clients the way they consider is most effective, with selection and overall flexibility in how they establish their organization. We will guidance their eyesight and organization ambitions by providing advisors with modern capabilities and organization options developed to satisfy advisors exactly where they are in the evolution of their follow. We glance forward to a very long-lasting and interesting journey with Trent Prosperity Management, and are thrilled to expand the Linsco presence in Santa Rosa.”
Inside the Linsco by LPL Fiscal model
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About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was founded on the theory that the company should get the job done for the advisor, and not the other way close to. Nowadays, LPL is a leader** in the marketplaces we serve, supporting a lot more than 19,000 financial advisors, 800 institution-dependent expense packages and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that People in america should have entry to personalised guidance from a financial advisor. At LPL, independence indicates that advisors have the independence they should have to pick the organization model, expert services, and technological innovation assets that make it possible for them to operate their great follow. And they have the independence to handle their customer interactions, for the reason that they know their clients most effective. Merely put, we choose care of our advisors, so they can choose care of their clients.
*Primarily based on prior organization and represents property that would have been custodied at LPL Fiscal, relatively than 3rd-celebration custodians. Noted property and customer figures have not been independently and totally verified by LPL Fiscal.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Independent Broker-Dealer in the U.S (Primarily based on whole revenues, Fiscal Setting up journal 1996-2021) No. one company of 3rd-celebration brokerage expert services to banking institutions and credit history unions (2019-2020 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune five hundred as of June 2021.
Securities and advisory expert services supplied as a result of LPL Fiscal LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/SIPC.
In the course of this interaction, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or expense advisor reps affiliated with LPL Fiscal LLC. We routinely disclose data that may well be significant to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
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Resource: LPL Fiscal Holdings, Inc.