CHARLOTTE, N.C., Nov. 03, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) introduced these days that River Towns Money Products and services has joined LPL Financial’s broker-vendor, company registered investment decision advisor (RIA) and custodial platforms, aligning with significant organization JFC Advisor Network. The advisors noted obtaining served roughly $350 million in advisory, brokerage and retirement plan assets*. They sign up for LPL from Cetera Money Team.
With registered offices in Marietta, Beverly and Chillicothe, Ohio, River Towns has a rich historical past in the community, beginning as an insurance policies company in 1948 in advance of increasing into wealth administration in 1985. Manager and Proprietor Michael Anthony is joined by founders Leslie Futrell and Rick Walters, as very well as fellow financial advisors Stacey Brooks and Keith Thieman. They are assisted by a prolonged-tenured 4-member office environment assist team.
“We are a community-oriented workforce and happy to provide the many modest small business house owners, retirees and farmers in our towns. We perspective our shoppers as an extension of our own families, and we want what is best for them,” Anthony explained. “We choose a workforce approach to supplying solutions for just about every phase of existence, with solutions spanning from thorough financial setting up to staff retirement plan methods.”
What assists established River Towns aside is that its 5 advisors each individual depict a various decade, ranging in age from mid-30s to early 70s. “We all deliver one of a kind encounters and differing sights to the workforce to support assure our clients’ financial wants will be taken treatment of now and for generations to come,” Anthony explained.
Hunting for a new husband or wife, the workforce turned to LPL for the subsequent chapter of their small business. “This go gives us the adaptability to go on to make the observe on our own phrases, placing our clients’ pursuits at the centre of almost everything we do. With LPL, we have the steadiness of a publicly-traded enterprise alongside with ground breaking, integrated technological innovation that’s in a straightforward structure, permitting us to shell out much more time with shoppers. There is absolutely nothing much more fulfilling than remaining equipped to sit down encounter-to-encounter with shoppers and support them get the job done toward their financial dreams.”
Jack Connealy, founder of JFC Advisor Network, said, “We are honored to welcome River Towns Money Products and services to JFC Advisor Network. They have developed an extraordinary observe, and their devotion to elevating their small business is evidenced in their conclusion to go to LPL and affiliate with JFC. In executing so, they situation them selves to even further their progress and accomplishment. They gain not only from the technological innovation, equipment and platforms of the greatest independent broker vendor in the country, but at the exact same time get a tight-knit community of advisors and have the assist and advocacy of our substantial group of sector experts at JFC. We appear ahead to supporting Mike, Stacey, Keith, Les, Rickie, and the entire River Towns workforce.”
Scott Posner, LPL executive vice president, Company Improvement, said, “We welcome Mike, Les, Rick, Stacey and Keith to the LPL community and are happy that our independent platform served as a differentiator for the River Towns workforce. As a husband or wife with scale, our commitment to assistance and ongoing investments in our advisors’ organizations is unwavering. We will go on to supply ground breaking capabilities and strong small business solutions developed to support advisors make their ideal observe and deliver added price to their shoppers. We congratulate JFC on its ongoing progress and appear ahead to a prolonged-long lasting romantic relationship with each JFC and River Towns Money Products and services.”
Advisors, discover an LPL small business improvement representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the basic principle that the organization really should get the job done for the advisor, and not the other way all over. These days, LPL is a chief** in the marketplaces we provide, supporting much more than 19,000 financial advisors, 800 establishment-primarily based investment decision programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Americans deserve obtain to aim steerage from a financial advisor. At LPL, independence signifies that advisors have the independence they deserve to choose the small business design, solutions, and technological innovation means that make it possible for them to operate their ideal observe. And they have the independence to manage their shopper associations, due to the fact they know their shoppers best. Only set, we choose treatment of our advisors, so they can choose treatment of their shoppers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Vendor in the U.S (Primarily based on total revenues, Money Scheduling journal 1996-2021) No. one service provider of third-celebration brokerage solutions to banking institutions and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Primarily based on prior small business and represents assets that would have been custodied at LPL Money, fairly than third-celebration custodians. Claimed assets and shopper numbers have not been independently and fully confirmed by LPL Money.
Securities and advisory solutions provided as a result of LPL Money LLC, an SEC– registered broker-vendor and investment decision advisor. Member FINRA/ SIPC
In the course of this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered reps and/or investment decision advisor reps affiliated with LPL Money LLC. We routinely disclose facts that could be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.
River Towns Money Products and services, JFC Advisor Network and LPL Money are individual entities.
Join with Us!
https://www.linkedin.com/enterprise/lpl-financial
https://www.fb.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media Make contact with:Lauren Hoyt-Williams(980) 321-1232
[email protected]
Resource: LPL Money Holdings, Inc.
More Stories
Important Factors To Consider For Discrimination Case Attorney
Elon Musk Leads By Example, Says He Coughed Up $8 For His Twitter Blue Check Mark
A How-To Guide On Getting Inside Of A Customer’s Brain