LPL Financial Welcomes Elite Financial Network

Elvera Bartels

CHARLOTTE, N.C., Jan. 05, 2022 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced currently that Elite Financial Network has joined LPL Financial’s broker-supplier, corporate registered financial commitment advisor (RIA) and custodial platforms. The massive organization documented to LPL that it served roughly $1 billion in advisory, brokerage and retirement program belongings,* and joins LPL from Securities The us, section of the Advisor Group community of broker-dealers.

Considering that 1992, Elite Financial Network has served clientele in all aspects of their fiscal life. Started by President and CEO Dan Cairo, the Huntington Beach, Calif. staff is comprised of 30 impartial fiscal advisors who just take a holistic tactic to providing customized solutions and proactive prosperity administration. “Our goal is to information clientele through the numerous fiscal milestones in their life, from conserving for a child’s faculty tuition to constructing prosperity to living in retirement,” explained Cairo, who serves as both of those fiscal advisor and organization chief. The firm’s management staff also features Craig Wong, running companion, and Dan’s wife, Cindy Cairo, co-owner and CFO.

As Elite Financial Network proceeds to evolve, the staff selected LPL for the future chapter of their business. “LPL is a strategic companion to help us reinvent ourselves,” Cairo explained. “We appreciate the advisor-centric lifestyle under the management of Dan Arnold, and it is clear to us that LPL deeply cares about its advisors’ achievement. LPL provides us with accessibility to a wide assortment of modern abilities, business methods and exploration to help us offer clientele with differentiated ordeals as we deliver the most recent sector updates, collaborative assistance and financial commitment alternatives.”

Cairo extra, “We have our eyes set on substantial growth and growth around the future couple of years, and we are confident that this new partnership will give us a aggressive gain to help appeal to like-minded advisors. LPL’s community is expansive and its transition processes are so effective for advisors who may be fascinated in signing up for our staff. We count on terrific issues ahead!”

Ken Hullings, LPL senior vice president, Organization Enhancement, explained, “We warmly welcome Dan and the total Elite staff to the LPL group. We are happy to be their companion of option as they continue to evolve their exercise and deliver a lot more benefit to clientele. Our mission and sole function is to just take care of our advisors so they can just take care of their clientele. As a chief in the impartial space, LPL is committed to providing advisors with a sturdy digital system together with higher-excellent, modern business methods developed to help advisors differentiate their exercise and prosper. We glance ahead to a prolonged-long lasting and successful romantic relationship with Elite Financial Network.”

Possible Advisors, obtain an LPL business progress representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the principle that the organization should really perform for the advisor, and not the other way close to. Right now, LPL is a chief** in the marketplaces we provide, supporting a lot more than 19,000 fiscal advisors, 800 establishment-primarily based financial commitment courses and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Americans should have accessibility to customized steerage from a fiscal advisor. At LPL, independence means that advisors have the independence they should have to decide on the business model, solutions, and technology means that allow them to run their best exercise. And they have the independence to take care of their customer associations, for the reason that they know their clientele ideal. Simply just set, we just take care of our advisors, so they can just take care of their clientele.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S (Centered on total revenues, Financial Arranging journal 1996-2021) No. 1 provider of 3rd-get together brokerage solutions to banking institutions and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

* Value approximated primarily based on asset and keeping facts presented to LPL from the yr 2021

Securities and advisory solutions provided through LPL Financial LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC

Through this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Financial LLC. We routinely disclose info that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.

Elite Financial Network and LPL Financial are different entities.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

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