CHARLOTTE, N.C., Jan. 24, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today announced that money advisors Andy Walker and Christian Covey have released a new exercise, Walker Covey Prosperity Advisors, as a result of affiliation with LPL Strategic Wealth Solutions product. Beforehand, the advisors had been element of a company working with close to $350 million in advisory, brokerage and retirement prepare assets.* They be part of LPL from Commonwealth.
Based in Utah County, Walker and Covey are Brigham Younger University graduates who teamed up to incorporate their strengths in order to assist shoppers much better realize their funds and investments. “Working with each other, we’ve built a strong rely on in every other. We’re both of those grounded in our philosophy and systematic procedures centered on principle-based mostly investing,” explained Walker, handling partner and main govt officer.
Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Client Services. “We are constructing a agency dependent on have confidence in –trust with every other and rely on with our clients. We’re dedicated to steady training, expanding our know-how and doing the job tirelessly to do what is in the very best desire for our consumers,” stated Covey, handling companion and chief investment officer.
Video: Meet Andy Walker and Christian Covey
Their client-centric state of mind led the advisors to LPL Economic, wherever they strategy to grow their exercise and offer shoppers with differentiated ordeals. Walker and Covey value LPL’s built-in prosperity management system and robust assets developed to aid advisors run a thriving follow. Moreover, LPL’s mission to just take treatment of its advisors so they can just take care of their consumers resonated with the Walker Covey team. But it was the additional layer of guidance offered by the LPL Strategic Prosperity Solutions design that cemented their final decision to move.
Individualized assist from LPL Strategic Prosperity Services
LPL Strategic Prosperity Services provides individualized aid for daily operations and extensive-expression company management. Teams are furnished with award-winning*** changeover aid right from the start off, as perfectly as ongoing strategic, administrative, marketing and advertising and CFO help that enables advisors to continue to be concentrated on the enduring demands of their clientele, society and evolution of their observe. “LPL Strategic Wealth Companies fills in the gaps so we really don’t want to get worried as significantly about items like HR or retaining our web page. We are nonetheless running a business enterprise, but this product can help us emphasis on what we do ideal,” Covey said.
Walker stated, “We are energized to develop a follow in which we can present our purchasers with high-touch company to aid alleviate some of their economic concerns.”
Scott Posner, LPL government vice president, Business Development, said, “We congratulate Andy and Christian on the launch of their new organization and are honored they turned to LPL to enable them build their practice. We understand that advisors want the freedom and overall flexibility to supply differentiated experiences as they supply personalized economic assistance. We share that sentiment, and will carry on leveraging our scale to supply impressive capabilities and strong prosperity management resources that produce benefit and address the related wants of their consumers. We warmly welcome Walker Covey into the LPL local community and look forward to supporting their good results for years to come.”
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About LPL Money:
LPL Economical (Nasdaq: LPLA) was launched on the theory that the organization really should get the job done for the advisor, and not the other way all over. Today, LPL is a leader** in the markets we provide, supporting extra than 19,000 monetary advisors, 800 establishment-primarily based investment applications and 450 independent RIA companies nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Us residents ought to have access to customized guidance from a economic advisor. At LPL, independence usually means that advisors have the liberty they are worthy of to pick out the enterprise product, companies, and know-how methods that allow them to run their great follow. And they have the flexibility to control their shopper interactions, simply because they know their purchasers very best. Merely set, we consider treatment of our advisors, so they can acquire care of their clientele.
* Value approximated centered on asset and holding details provided to LPL from the yr 2021
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Dealer in the U.S (Based on full revenues, Financial Planning journal 1996-2021) No. 1 company of 3rd-celebration brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 Enterprise as of June 2021
*** 2021 WealthManagment.com Award Winner, Custodian- Transition Support
Securities and advisory expert services available by means of LPL Monetary LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/SIPC.
During this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or investment decision advisor reps affiliated with LPL Monetary LLC. We routinely disclose info that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.
Walker Covey Wealth Advisors and LPL Financial are independent entities.
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