CHARLOTTE, N.C., Nov. 02, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced currently that Integrity Prosperity Group has joined LPL Financial’s broker-vendor, corporate registered financial investment advisor (RIA) and custodial platforms. The advisors described acquiring served close to $one hundred seventy five million in advisory and brokerage assets*. They be part of LPL from Ameriprise Economic Expert services.
Dependent in Tampa, Fla., Integrity Prosperity Group was established when fiscal advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their methods. They considered their competencies complemented every single other and that a group tactic would ideal gain clients. Jointly, they present in depth fiscal organizing and socially-liable financial investment information for their consumer foundation of retirees and successful younger business people.
Searching for much more versatility, extra solutions and the independence to operate their business on their individual terms, the advisors chose to associate with LPL. “We consider the go to LPL will improve the level of services and information solutions that our clients are worthy of,” Helms reported. “LPL’s built-in technologies, merged with robust organizing software package, will generate much more efficiencies in our exercise and assist us differentiate the consumer working experience. We also recognize LPL’s strong lifestyle, values and motivation to having treatment of its advisors.”
For Helms, who was beforehand 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 sector chief.
For Silva, the go authorized her to rebrand her business under the Integrity title. She stated, “Our philosophy is to provide our clients with integrity, assist to align their investments with their values, and to be in a position to give again to their communities in a significant way. We recognize all of the solutions that LPL provides in the ESG and SRI area.”
Scott Posner, LPL executive vice president, Organization Improvement, stated, “We increase a warm welcome to Lauren, Nate and their group. Taking treatment of LPL advisors is our whole emphasis and mission. We are committed to helping advisors make flourishing methods, wherever they can work on their individual terms and present their clients with differentiated experiences. LPL is uniquely positioned in the impartial marketplace to make ongoing investments in modern capabilities and robust business resources developed to assist advisors satisfy the evolving needs of the sector and their clients. We appear forward to supporting the Integrity Prosperity Group for many years to occur.”
Advisors, find an LPL business development representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the principle that the agency really should work for the advisor, and not the other way all-around. Currently, LPL is a chief** in the marketplaces we provide, supporting much more than 19,000 fiscal advisors, 800 establishment-based financial investment systems and 450 impartial RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Us citizens are worthy of obtain to aim steerage from a fiscal advisor. At LPL, independence implies that advisors have the independence they are worthy of to pick out the business product, products and services, and technologies resources that allow them to operate their perfect exercise. And they have the independence to regulate their consumer associations, mainly because they know their clients ideal. Simply set, we consider treatment of our advisors, so they can consider treatment of their clients.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Supplier in the U.S (Dependent on whole revenues, Economic Organizing magazine 1996-2021) No. one supplier of 3rd-bash brokerage products and services to banks and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Dependent on prior business and represents assets that would have been custodied at LPL Economic, rather than 3rd-bash custodians. Reported assets and consumer quantities have not been independently and entirely confirmed by LPL Economic.
Securities and advisory products and services supplied through LPL Economic LLC, an SEC-registered broker-vendor and financial investment advisor. Member FINRA/ SIPC.
All over this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered associates and/or financial investment advisor associates affiliated with LPL Economic LLC. We routinely disclose data that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Integrity Prosperity Group and LPL Economic are separate entities.
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