CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced nowadays that father and son economical advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-supplier, hybrid registered financial commitment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an present LPL business. The father-son group joins from Raymond James and reported to LPL it served approximately $200 million in advisory, brokerage and retirement system assets*.
Collectively, the pair delivers far more than 60 yrs of knowledge supporting a wide range of customers via custom-made expense and wealth management approaches that tackle their exceptional demands. With a background in information and facts know-how, Jeremy grew up observing his father make a variation in the lives of organization owners, company executives, healthcare industry experts, households and retirees by encouraging them do the job towards their desires by customized money organizing. He afterwards went on to operate alongside Steve just before finally taking on a lead role in their exercise in 2014.
“As a family crew that has labored jointly for in excess of a 10 years, my father and I are in lock action about what it suggests to be a fiscal companion,” Jeremy explained. “We’ve identified lots of of our clientele for decades and come across good fulfilment in serving to them work toward their ambitions and economic milestones.”
In considering how to deliver their customers with the very best possible methods to serve their economic targets, Jeremy and his father determined they wanted a more versatile business product, turning Silverleaf and LPL for the subsequent chapter of their journey.
“Ever given that I was a child, it is been my dream to possess my life’s work – and this move to Silverleaf, accompanied by the backing of LPL, will allow for me to do particularly that,” Jeremy reported. “LPL delivers the versatility to run my company the way I want to and serve our clients’ detailed economical desires. Shoppers want a holistic approach to their funds, and with the capacity to faucet into industry experts these as CPAs and attorneys, I can give my shoppers differentiated service ordeals and the notice they deserve.”
Justin Gibson, president of Silverleaf Wealth Administration, reported, “We’re thrilled to welcome Jeremy and Steve to the family members, and are honored they turned to us as they evolve their exercise. At Silverleaf, we feel our teamwork solution adds a broader perspective to all we do and presents increased advantages to our advisors and clientele. Jointly with LPL, we will work difficult to help the Friedman workforce as they increase their business enterprise and continue on to supply their clientele foundation with fantastic treatment and attention.”
Scott Posner, LPL government vice president, Business Advancement, reported, “We extend a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on introducing two quality economic advisors to their network. We’re confident that LPL’s modern technologies and differentiated provider activities will present a sound basis for Jeremy and Steve’s ongoing development. We search forward to a long-lasting and thriving partnership with them and the Silverleaf staff.”
Advisors, find an LPL enterprise progress representative near you.
About LPL Fiscal
LPL Economic (Nasdaq: LPLA) was started on the basic principle that the firm should really get the job done for the advisor, and not the other way close to. Right now, LPL is a chief** in the markets we provide, supporting additional than 19,000 financial advisors, 800 establishment-primarily based financial commitment packages and 450 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans are entitled to accessibility to personalised direction from a economical advisor. At LPL, independence usually means that advisors have the liberty they should have to opt for the business enterprise product, expert services, and know-how means that permit them to run their excellent practice. And they have the independence to manage their client interactions, due to the fact they know their customers greatest. Just set, we take treatment of our advisors, so they can choose treatment of their consumers.
* Price approximated centered on asset and holding details furnished to LPL from the year 2021
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S. (Based mostly on complete revenues, Fiscal Setting up journal 1996-2021) No. 1 service provider of 3rd-celebration brokerage products and services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – centered on noted Property Underneath Management by Silverleaf Advisor Team – a registered financial investment advisor.
Securities and advisory services supplied via LPL Economical LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC Advisory Companies also presented through Silverleaf Advisor Team, a registered investment decision adviser.
Throughout this interaction, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or investment advisor representatives affiliated with LPL Money LLC. We routinely disclose info that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Silverleaf Wealth Administration, Silverleaf Advisor Group and LPL Money are different entities.
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