LPL Financial, The Network Welcome Ascend Wealth Management

CHARLOTTE, N.C., March 14, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced now that the all-woman staff at Ascend Prosperity Administration has joined LPL Financial’s broker-vendor, company registered financial investment advisor (RIA) and custodial platforms, aligned with The Fiscal Providers Community, an existing company supporting LPL-affiliated advisors. The Ascend advisors reported obtaining served approximately $210 million in advisory, brokerage and retirement prepare belongings*. They be a part of LPL from Voya Fiscal Advisors.

With a dedication to the fiduciary conventional, the Ascend workforce aims to present personalised economical preparing and expenditure administration products and services to its diverse customer foundation of persons, people, enterprise homeowners and individuals in the health care sector. Functioning out of Grand Rapids, Mich., the team is led by running associates and economic advisors Kristi Turchan and Debbie Verker, and they are supported by functions affiliate Kassandra McGee. They get an genuine solution to helping develop their clients’ economic self esteem and are committed to serving all consumers equally—from medical center flooring personnel to company executives. “We come across so substantially price in serving all those who provide our neighborhood,” Verker mentioned.

Keen to uncover a spouse to guidance their evolving company desires, the Ascend workforce turned to LPL and The Economic Solutions Community. “By aligning with LPL and The Community, we’re well positioned to help our consumers maintain and delight in their wealth for generations to occur,” Turchan reported. “We constantly want to be capable to say, ‘whatever you want, we can assistance assistance your pursuits.’ That was a driving component of our selection to make this move, and it is distinct that LPL and The Community are generating the appropriate investments and putting their people today initial. Involving LPL’s innovative digital technological innovation and strong company resources, and The Network’s concierge-degree aid, we’re self-assured our clients will profit from an increased experience.”

Verker extra, “We’re in a assistance industry, and by becoming a member of LPL and The Network, we’re aligned with individuals who share our dedication to offering purchasers with differentiated provider. Kristi and I are purely natural associates, and our encounter with LPL and The Community has felt the similar we observed a house that definitely supports the impartial advisor.”

Christopher Mercado, taking care of husband or wife and main investment strategist with The Monetary Services Network, said, “We’re happy to welcome Kristi, Debbie and Kassandra to The Community and are thrilled to lover with them in the future chapter of their journey. Kristi and Debbie deliver with them about 50 a long time of combined economical services expertise. The Network is very pleased to partner with their crew, and we forward to supporting them for numerous a long time to arrive.”

Scott Posner, LPL executive vice president, Organization Progress, mentioned, “We welcome Kristi, Debbie and Kassandra to the LPL neighborhood, and congratulate The Community for expanding its group of top quality advisors. I’m inspired by this woman-owned group and their motivation to investing in their neighborhood by way of both equally their time and sources. We’re honored that the Ascend team identified our capabilities and selected us to assistance them reach their plans. We seem forward to a prolonged-lasting romance with Ascend Prosperity Management.”

Advisors, uncover an LPL small business advancement representative near you.

About LPL Fiscal
LPL Economic (Nasdaq: LPLA) was established on the theory that the firm really should do the job for the advisor, and not the other way all-around. Now, LPL is a chief** in the markets we provide, supporting much more than 19,000 financial advisors, 800 institution-dependent expenditure courses and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that People are worthy of access to individualized steerage from a monetary advisor. At LPL, independence implies that advisors have the independence they are entitled to to select the organization product, solutions, and technology resources that allow for them to operate their ideal follow. And they have the independence to regulate their consumer relationships, for the reason that they know their clientele best. Only place, we take care of our advisors, so they can choose treatment of their clientele.

*Value approximated based on asset and holding information supplied to LPL from the yr 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Centered on complete revenues, Economical Planning magazine 1996-2021) No. 1 supplier of third-party brokerage products and services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory products and services presented by way of LPL Fiscal LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/ SIPC.

Throughout this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or expense advisor associates affiliated with LPL Financial LLC. We routinely disclose information that could be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web page.

Ascend Wealth Management, The Financial Companies Network and LPL Economical are separate entities.

Connect with Us!

https://twitter.com/lpl

https://www.linkedin.com/corporation/lpl-fiscal

https://www.fb.com/LPLFinancialLLC

https://www.youtube.com/person/lplfinancialllc

Media Get hold of:Shannon Greene(704) 996-1840
[email protected] 

 

Resource: LPL Fiscal Holdings, Inc.