CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) declared currently that Lamont Monetary Group has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms, aligning with substantial enterprise JFC Advisor Network. The Lamont group documented possessing served approximately $200 million in advisory, brokerage and retirement strategy belongings*. They be part of LPL from Securities The united states, element of the Advisor Group community of broker-sellers.
Found in Apparent Lake Bank & Rely on in Mason City and Apparent Lake, Iowa, Lamont Monetary Group was founded in 2013 and is comprised of financial advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The business features extensive and very customized financial tactics to assist clients increase, guard and ultimately, transfer their legacy. “We think financial options should replicate each individual stage of everyday living its proprietor is in: irrespective of whether it be purchasing a 1st dwelling, funding a child’s school instruction or scheduling for retirement,” reported Lamont, who mostly performs with higher-net-well worth individuals who are operating in the direction of retirement or presently retired.
Hunting for higher business efficiencies and balance, the group turned to LPL and JFC. Lamont mentioned, “I’m only as effective as my staff members, so it was significant to find a companion who can assist us help save time and attain far more efficiencies from integrated know-how. LPL checked that box with ClientWorks and other modern capabilities, all connected by a one indication-on features. On top rated of that, LPL is a Fortune five hundred enterprise with dimensions and scale, which presents us balance and peace of mind figuring out that we are with a strong companion. We also recognize the additional company, sources and investment decision products offered by JFC. It’s really a great fit all close to.”
Jack Connealy, founder of JFC Advisor Network, mentioned, “We are thrilled to welcome Lamont Monetary Group to our growing family members of advisors. At JFC Advisor Network, we are devoted to furthering the success of our advisors and elevating their tactics.We are honored to be entrusted with this mission by Lamont Monetary Group, and search forward to our partnership with Kris, Thomas, Amy and the complete group.”
Scott Posner, LPL govt vice president, Business Growth, mentioned, “We welcome Kris, Thomas and Amy to the LPL community. We are proud to be their companion by delivering modern sources, alternatives and know-how that can assist them be effective at each and every stage of their business’ lifecycle. We will keep on to leverage our scale to deliver worth to advisors, offering them time-conserving, integrated capabilities so they can focus on serving to their clients go after their lifelong financial plans and aspirations. We congratulate JFC for its ongoing progress, and search forward to a lengthy-long lasting partnership with equally JFC and Lamont Monetary Group.”
Advisors, find an LPL enterprise advancement representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the principle that the business should perform for the advisor, and not the other way close to. Nowadays, LPL is a chief** in the markets we provide, supporting far more than 19,000 financial advisors, 800 institution-based investment decision applications and 450 unbiased RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Individuals deserve obtain to individualized steering from a financial advisor. At LPL, independence suggests that advisors have the independence they deserve to choose the enterprise product, products and services, and know-how sources that allow for them to run their great follow. And they have the independence to take care of their shopper associations, since they know their clients most effective. Just set, we get care of our advisors, so they can get care of their clients.
*Based on prior enterprise and signifies belongings that would have been custodied at LPL Monetary, somewhat than 3rd-social gathering custodians. Described belongings and shopper quantities have not been independently and completely confirmed by LPL Monetary.
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S (Based on complete revenues, Monetary Setting up magazine 1996-2021) No. 1 supplier of 3rd-social gathering brokerage products and services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
Securities and advisory products and services offered by way of LPL Monetary LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
Insurance plan merchandise are offered by way of LPL or its accredited affiliate marketers. To the extent you are obtaining investment decision suggestions from a individually registered unbiased investment decision advisor that is not an LPL Monetary affiliate, please note LPL Monetary tends to make no representation with respect to such entity.
If your financial specialist is situated at a financial institution or credit history union, please note that the financial institution/credit history union is not registered as a broker-dealer or investment decision advisor. Registered representatives of LPL could also be staff of the financial institution/credit history union. These merchandise and products and services are becoming offered by way of LPL or its affiliate marketers, which are separate entities from, and not affiliate marketers of, the financial institution/credit history union.
Securities and insurance policy offered by way of LPL or its affiliate marketers are:
- Not Insured by FDIC/NCUA or Any Other Federal government Company
- Not Bank/Credit rating Union Guaranteed
- Not Bank/Credit rating Union Deposits or Obligations
- Could Lose Value
During this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information that could be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Lamont Monetary Group, JFC Advisor Network, Apparent Lake Bank & Rely on and LPL Monetary are separate entities.
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