CHARLOTTE, N.C., Dec. thirteen, 2021 (World NEWSWIRE) — LPL Monetary LLC introduced today that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Monetary, the firm’s staff advisor model. In signing up for, he will start his new independent exercise, Trent Wealth Administration of LPL Monetary. He documented acquiring served around $two hundred million in advisory, brokerage and retirement system property*, and joins LPL from Wells Fargo Advisors.
Bob Trent begun his vocation in corporate finance and marketing and advertising before shifting to the financial providers business in 2002. The go to LPL was the future action towards making a brand name and multi-generational small business to serve consumers for many years to arrive. With Trent Wealth Administration of LPL Financial’s start, Bob Trent will be the initial advisor in a new Linsco place of work in Santa Rosa, Calif. He is joined by Senior Customer Support Affiliate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will tap into LPL’s Advisor Institute to develop the team’s touch to the future generation of consumers.
“We spent a terrific offer of time on thanks diligence to find the best wealth administration business to serve our consumers, each now and into the future,” Trent mentioned. “LPL stood out as a obvious business chief, and offers us the independence to operate our small business on our very own phrases, with more flexibility to regulate portfolios as we see in shape for our consumers. We will also advantage considerably from LPL’s expansive research and progressive technology, which will allow us to function more promptly and effectively. We imagine the ease of performing small business at LPL will make more time for us to services consumers at a better stage.”
Linsco by LPL supplies included layer of guidance
The Trent workforce mentioned they enjoy the enhanced stage of guidance presented by LPL’s Linsco staff model, such as the serious estate sourcing and supplemental marketing and advertising sources to assist establish out their web page and connect more effectively with consumers. Linsco advisors have brand name autonomy and the capability to make their very own selections on the day by day operations within their exercise. With access to LPL’s integrated wealth administration platform and progressive sources, they are equipped with the instruments they need to have to make differentiated experiences for consumers. Also, Linsco advisors obtain extensive turnkey guidance that consists of administrative skilled providers and an skilled branch administration workforce to assist guidance their aims and approach.
Scott Posner, LPL government vice president, Small business Improvement, mentioned, “We welcome Bob and Anthea to the Linsco family, and are honored they turned to LPL to assist establish their fantastic exercise. We also welcome Oliver to our signature Advisor Institute system, which aids up and coming advisors acquire important on-the-position working experience though laying the groundwork for lengthy-phrase progress. At LPL, we fundamentally imagine that advisors need to serve their consumers the way they believe is best, with selection and flexibility in how they establish their small business. We will guidance their vision and small business aims by providing advisors with progressive abilities and small business alternatives made to meet advisors the place they are in the evolution of their exercise. We look ahead to a lengthy-lasting and thrilling journey with Trent Wealth Administration, and are thrilled to develop the Linsco existence in Santa Rosa.”
Within the Linsco by LPL Monetary model
Advisors, find an LPL small business development representative near you.
About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was established on the principle that the business need to function for the advisor, and not the other way about. Currently, LPL is a chief** in the marketplaces we serve, supporting more than 19,000 financial advisors, 800 institution-based financial investment plans and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Americans are entitled to access to personalised direction from a financial advisor. At LPL, independence usually means that advisors have the flexibility they are entitled to to opt for the small business model, providers, and technology sources that make it possible for them to operate their fantastic exercise. And they have the flexibility to regulate their customer associations, mainly because they know their consumers best. Basically place, we take treatment of our advisors, so they can take treatment of their consumers.
*Based mostly on prior small business and represents property that would have been custodied at LPL Monetary, instead than third-social gathering custodians. Claimed property and customer figures have not been independently and totally confirmed by LPL Monetary.
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Based mostly on overall revenues, Monetary Planning journal 1996-2021) No. 1 supplier of third-social gathering brokerage providers to banking companies and credit unions (2019-2020 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021.
Securities and advisory providers provided as a result of LPL Monetary LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/SIPC.
Through this interaction, the phrases “financial advisors” and “advisors” are used to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose info that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” area of our web page.
Join with Us!
Lauren Hoyt-Williams(980) 321-1232
Source: LPL Monetary Holdings, Inc.