CHARLOTTE, N.C., Sept. 29, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced now that the team at Very first Legacy Prosperity Administration has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms, aligned with substantial organization JFC Advisor Network. The team reported serving above $four hundred million in advisory, brokerage and retirement assets*. They be a part of LPL from Avantax Financial investment Solutions, part of Blucora.
With places of work in San Angelo and Major Spring, Texas, Very first Legacy Prosperity Administration, with above 75 decades of combined knowledge, is a tax-dependent observe that strives to supply consumers with independently personalized financial tips centered on tax implications and prolonged-phrase objectives. Positioning them selves with CPAs, the team specializes in retirement assets, wealth progress and legacy organizing. “Our precedence is supplying a individualized knowledge for our consumers and becoming a team they can often contact on,” explained financial advisor Dennis Reed, CPA. “We enjoy helping our consumers include charitable offering in their financial ideas, and we also do the job with community charities to assistance them continue to provide our community.”
Reed is joined at Very first Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by three full-time assistants, such as Reed’s son, Walter Reed, who is doing the job towards an advisor function with ideas to sooner or later increase the observe to Houston. Together, they are a close-knit team with extensive industry knowledge.
Why LPL is their picked household
As the observe proceeds to expand, the Very first Legacy team identified to find a new wealth management lover to supply them with differentiated consumer ordeals and extra flexibility in how they work their business enterprise. “When we understood LPL’s consumer-oriented business enterprise product aligned with ours, the alternative to transfer was an easy just one,” Reed explained. “We will be backed by the firm’s trusted and unwavering support that emboldens us to dictate our business enterprise product, more create our observe and strengthen our consumer interactions. We are fired up about the range of possibilities and the user-friendly interface that LPL’s platforms have to give. Our consumers can anticipate a extra individualized and seamless on-line knowledge, combined with our diligent support expert services.”
Jack Connealy, founder of JFC Advisor Network, mentioned, “JFC Advisor Network is thrilled to welcome Very first Legacy to our rising network of financial specialists. At JFC, we are devoted to furthering the accomplishment of our advisors and elevating their techniques, and we are honored to be entrusted with this mission by Very first Legacy. We appear forward to supporting Dennis, Lance, Steve and the whole Very first Legacy team.”
Scott Posner, LPL government vice president, Small business Development, mentioned, “We welcome to Dennis, Steve and Lance to the LPL community and congratulate JFC for rising its network of excellent advisors. At LPL, we aim to redefine independence in our industry and concentrate on just one central purpose to provide our advisors. Our abilities and means are thoughtfully created to allow advisors work their observe successfully though expending extra time with their consumers. We are consistently innovating our technological innovation and affiliation styles, so our advisors can generate their great observe and rise higher than the competitors. We appear forward to supporting Very first Legacy Prosperity Administration in a prolonged-long lasting partnership and helping their business enterprise thrive.”
Read through about other companies that a short while ago joined LPL in the LPL Money Information and Media area of LPL.com.
Advisors, find an LPL business enterprise improvement representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was started on the theory that the firm should do the job for the advisor, and not the other way around. Today, LPL is a chief** in the markets we provide, supporting extra than 19,000 financial advisors, 800 institution-dependent expenditure systems and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Individuals are entitled to accessibility to goal assistance from a financial advisor. At LPL, independence implies that advisors have the independence they are entitled to to opt for the business enterprise product, expert services, and technological innovation means that allow them to run their great observe. And they have the independence to control their consumer interactions, due to the fact they know their consumers most effective. Simply just put, we get care of our advisors, so they can get care of their consumers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Supplier in the U.S. (Primarily based on full revenues, Money Preparing magazine June 1996-2020) No. one service provider of third-bash brokerage expert services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Primarily based on prior business enterprise and represents assets that would have been custodied at LPL Money, relatively than third-bash custodians. Described assets and consumer numbers have not been independently and totally verified by LPL Money.
Securities and advisory expert services offered by way of LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
During this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or expenditure advisor associates affiliated with LPL Money LLC. We routinely disclose information and facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” area of our web page.
Very first Legacy Prosperity Administration LLC, JFC Advisor Network and LPL Money are separate entities.
Connect with Us!