CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Financial LLC announced currently that the recently rebranded Clearview Wealth Associates has joined LPL Financial’s broker-supplier, corporate registered investment decision advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an current LPL significant business. The Clearview group claimed obtaining served somewhere around $five hundred million in advisory, brokerage and retirement system belongings*. They join from Lincoln Financial Advisors.
Clearview Wealth Associates is a entire-company wealth administration agency that generally serves enterprise proprietors, corporate executives and expert athletes. The group is led by taking care of companions and cofounders Monthly bill Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow financial advisors Ashley Sawyer and Mike Lemas and a 4 member workplace assistance team. They operate out of a few offices primarily based in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary duty and commitment to supplying differentiated consumer company led them to uncover new companions in LPL and The Network. “We are excited to shift to a fully independent platform with LPL’s strong digital technological innovation, blended with The Network’s nearby assistance and more methods. We believe that our shoppers will gain from an increased practical experience proper out of the gate with a one portal to obtain account info, together with entire transparency,” Roland stated.
Westermeyer extra, “We are excited to launch our new identify and brand name, with the Clearview identify denoting transparency. This shift makes sure our shoppers will have ground breaking resources and methods out there to them. We appear forward to rising our observe and supporting shoppers make good choices all around their financial health, investment decision administration, estate arranging, over-all hazard administration, enterprise continuity arranging, staff added benefits and corporate retirement designs.”
Christopher Mercado, taking care of husband or wife and chief investment decision strategist with The Financial Services Network, mentioned, “As the desires of extra innovative wealth administration firms improve, The Network’s enterprise model proceeds to catch the attention of premier offices across the region. We are delighted to welcome Jim, Monthly bill and the extended group at Clearview Wealth Associates, as we appear forward to doing work jointly to elevate their consumer practical experience by means of our collective partnership with LPL Financial.”
Scott Posner, LPL executive vice president, Enterprise Improvement, mentioned, “We welcome Jim, Monthly bill, Ashley and Mike to LPL, and congratulate The Network for rising its group of excellent advisors. We are honored that the Clearview group acknowledged LPL’s balance to provide as a extensive-expression husband or wife for their agency and shoppers. We stay committed to investing in our advisors’ businesses to supply differentiated abilities, built-in technological innovation and ground breaking alternatives intended to assist them prosper. We appear forward to a extensive-long lasting partnership with Clearview Wealth Associates.”
Advisors, uncover an LPL enterprise improvement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the theory that the agency need to work for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we provide, supporting extra 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 model and the belief that People in america are entitled to obtain to customized advice from a financial advisor. At LPL, independence signifies that advisors have the flexibility they are entitled to to choose the enterprise model, solutions, and technological innovation methods that enable them to run their best observe. And they have the flexibility to control their consumer interactions, because they know their shoppers ideal. Simply set, we consider treatment of our advisors, so they can consider treatment of their shoppers.
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Based on overall revenues, Financial Setting up journal 1996-2021) No. one service provider of third-party brokerage solutions to financial institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
*Based on prior enterprise and signifies belongings that would have been custodied at LPL Financial, alternatively than third-party custodians. Reported belongings and consumer numbers have not been independently and fully confirmed by LPL Financial.
Securities and advisory solutions made available by means of LPL Financial LLC, an SEC- registered broker-supplier and investment decision advisor. Member FINRA/ SIPC
Throughout this interaction, the conditions “financial advisors” and “advisors” are used to refer to registered associates and/or investment decision advisor associates affiliated with LPL Financial LLC. We routinely disclose info that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
Clearview Wealth Associates, The Financial Services Network and LPL Financial are individual entities.
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