CHARLOTTE, N.C., Sept. 07, 2021 (Globe NEWSWIRE) — LPL Money LLC declared nowadays that Corpus Christi Money Team has joined LPL Financial’s broker-seller, corporate registered investment decision advisor (RIA) and custodial platforms. The advisors claimed having served around $four hundred million in advisory, brokerage and retirement prepare belongings*. They join LPL from Voya, which was just lately acquired by Cetera.
Led by controlling husband or wife Cory Summers CFP®, the Corpus Christi, Texas-dependent staff includes of economic advisors Kurt Emerick CFP®, Jim Mailhes CFP®, Alan Canine CPA, Justin Martinez and Ava “Diane” Smith, as nicely as two certified assistants and five workplace guidance workers associates. “With no minimums or cash flow level demands, we do the job with a varied group of challenging-operating folks hunting to simplify their intricate economic lives,” Summers reported. “We build private associations with every consumer, and are centered on economic education to aid them comprehend the ‘why’ driving the methods and programs we set in spot.”
Since Summers obtained Corpus Christi Money Team in 2013, the practice has developed significantly in measurement. Their progress trajectory, coupled with the actuality that their preceding agency was acquired, prompted the staff to find a new wealth management husband or wife. “We wanted a spot we can phone ‘home’ for the lengthy-time period somewhere we can concentration on consumers and not worry about the future modify,” Summers reported. “After considerable because of diligence, the complete staff established that LPL would be the ideal husband or wife to aid us provide our consumers with revolutionary technologies remedies that permits them to combination, prepare and monitor all of their economic facets in just one spot.”
As the organization proceeds to increase, Summers also thinks LPL assists set them in the ideal place to expand and attract new advisors to the staff. From Day 1, Summers will tap into the firm’s high quality consumer method provided by M&A Answers, as nicely as the Assurance Strategy to ensure organization continuity in the celebration of an unplanned exit. He mentioned, “We want to husband or wife with retiring advisors to keep on their legacy, and also ensure that our consumers obtain steady company and guidance. Due to the fact eventually, it’s all about them.”
Scott Posner, LPL executive vice president, Business enterprise Enhancement, mentioned, “We warmly welcome Cory and the complete Corpus Christi staff to the LPL family. We are honored they identified the price of partnering with LPL as they consider methods to develop differentiated ordeals for their consumers and build a lengthy-time period prepare for their organization. We can husband or wife with them in a assortment of methods, which includes producing price-add methods like M&A much more effective and expense productive. We glance forward to supporting Corpus Christi Money Team for numerous many years to occur as they do the job to make a much more productive and sustainable practice.”
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About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the agency ought to do the job for the advisor, and not the other way around. Today, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 economic advisors, 800 institution-dependent investment decision courses and 450 unbiased RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the perception that People ought to have obtain to goal advice from a economic advisor. At LPL, independence means that advisors have the freedom they ought to have to decide on the organization design, expert services, and technologies sources that enable them to operate their best practice. And they have the freedom to deal with their consumer associations, since they know their consumers ideal. Simply set, we consider care of our advisors, so they can consider care of their consumers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based on full revenues, Money Arranging journal 1996-2021) No. 1 company of 3rd-get together brokerage expert services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Based on prior organization and represents belongings that would have been custodied at LPL Money, fairly than 3rd-get together custodians. Described belongings and consumer figures have not been independently and totally verified by LPL Money.
Securities and advisory expert services provided through LPL Money LLC, an SEC– registered broker-seller and investment decision advisor. Member FINRA/ SIPC
Through this interaction, the terms “financial advisors” and “advisors” are used to refer to registered reps and/or investment decision advisor reps affiliated with LPL Money LLC. We routinely disclose info that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Corpus Christi Money Team and LPL Money are separate entities.
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Source: LPL Money Holdings, Inc.