CHARLOTTE, N.C., Jan. 06, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced now that fiscal advisor Corey Phillips has joined LPL Financial’s broker-seller, corporate registered expenditure advisor (RIA) and custodial platforms. Phillips reported to LPL that he served somewhere around $a hundred and fifteen million in advisory, brokerage and retirement assets.* He joined LPL from Park Avenue Securities, part of the Guardian Life Insurance policy Company of The usa.
Dependent in Pittsfield, Mass., Phillips’ journey to becoming a fiscal advisor was a bit exclusive. Soon after faculty, he teamed up with his brother and father to personal a modest retail liquor retailer and rental houses. “My experience as a retailer operator connected me with people today from all walks of lifetime and additional a actually exclusive layer of viewpoint to my perform in fiscal advising,” claimed Phillips, who inevitably remaining the retail globe to launch his new vocation as a whole-time fiscal advisor in 2014. The experience, he claimed, gave him a personable and engaging method to his shopper relationships — he always tends to make an effort and hard work to follow active listening, comprehend his clients’ fiscal aim and personalize methods to their diverse demands.
In hunting for a new prosperity administration organization, Phillips chose to transfer to LPL and staff up with Alex Kastrinakis, a previous colleague who joined LPL very last year. They program to completely husband or wife and launch a new brand name afterwards this year.
Phillips stated, “LPL as an industry-major husband or wife to fiscal advisors and I am eager to apply impressive instruments and sources that LPL has to offer you. I imagine my customers will now love an effortless and intuitive investing experience, and I have all the essential abilities to diversify expenditure alternatives, improve my clients’ return probable and differentiate my follow. In addition, LPL has no proprietary expenditure solutions, so I can be a fiduciary and offer you methods and insights that are in my clients’ most effective interests.”
Scott Posner, LPL govt vice president, Business enterprise Development, stated, “Our staff at LPL extends a heat welcome to Corey, and we are honored to support him and Alex in launching their rebranded follow afterwards this year. We imagine advisors know what is most effective for their customers, and they really should be empowered with the independence and versatility to do so. LPL strives to be a committed husband or wife to our fiscal advisors, presenting a vast array of differentiated expert services and impressive technologies ordeals. We seem forward to a long-long lasting partnership with Corey and the advancement of his small business.”
Advisors, uncover an LPL small business development agent in close proximity to you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the theory that the organization really should perform for the advisor, and not the other way all around. Right now, LPL is a leader** in the marketplaces we provide, supporting more than 19,000 fiscal advisors, 800 establishment-dependent expenditure packages and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Individuals are entitled to accessibility to personalised direction from a fiscal advisor. At LPL, independence usually means that advisors have the independence they are entitled to to select the small business design, expert services, and technologies sources that let them to run their best follow. And they have the independence to manage their shopper relationships, for the reason that they know their customers most effective. Merely place, we choose treatment of our advisors, so they can choose treatment of their customers.
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on whole revenues, Financial Setting up magazine June 1996-2020) No. 1 supplier of 3rd-get together brokerage expert services to banks and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
* Worth approximated dependent on asset and keeping aspects furnished to LPL from the year 2021
Securities and advisory expert services offered through LPL Financial LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/ SIPC
Through this interaction, the conditions “financial advisors” and “advisors” are applied to refer to registered associates and/or expenditure advisor associates affiliated with LPL Financial LLC. We routinely disclose information and facts that might be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our site.
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