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LPL Financial Welcomes First Citizens Investment Center

CHARLOTTE, N.C., Nov. eighteen, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC today introduced that First Citizens Investment Centre found at First Citizens Bank has joined LPL’s Institution Providers system. The program’s financial industry experts documented owning served around $235 million in brokerage, advisory and retirement system belongings*. They had been beforehand affiliated with Cetera Investment Providers.

Headquartered in Mason City, Iowa, First Citizens Bank is a loved ones-owned, group financial institution with seven branches in Iowa and one particular in Minnesota, serving additional than $one billion in belongings. The expenditure heart is intended to supply large top quality prosperity management and brokerage services for financial institution clients and other customers of the group. The expenditure workforce contains of Program Manager Nicole Rognes Olson, JD, CFP®, Investment Executive Holly Miller, who has been with the heart for twenty a long time, and fellow financial advisors Michael Castle, CFP® and Arcon Concepcion. They are joined by business assistance customers Carol A. Juhl and Bryan J. Lathrop.

First Citizens Investment Centre turned to LPL to obtain entry to a wider range of electronic answers, supply clients with differentiated ordeals and put together for long term development. “By aligning with LPL, we now have entry to ground breaking engineering and a wide range of sources to enrich how we provide the diverse populace of folks who come through our doors,” Miller claimed. “We consider our expenditure heart plan is definitely having off, and this transfer is the catalyst for that development engine. With LPL’s measurement and scale, alongside with its advisor-centric culture, we are equipped to construction our business model in a way that certainly supports our eyesight to provide generations of clients for a long time to come.”

Ken Hullings, LPL senior vice president and head of business recruiting, claimed, “We increase a heat welcome to the entire workforce at First Citizens Investment Centre, and are honored they chose LPL Institution Providers as a strategic companion to assistance their long term development. As the demand from customers for advice proceeds to increase, it is imperative for advisors to have entry to a leading prosperity management system, ground breaking engineering, strategic consultative assistance and dedicated support expertise that can support them differentiate their business and convey additional price to their clients and establishments. At LPL, we are deeply fully commited to investing in our advisors’ futures and furnishing them with robust business answers intended to support them prosper.”

Advisors, uncover an LPL business improvement representative near you.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the basic principle that the agency should really perform for the advisor, and not the other way all around. Now, LPL is a leader** in the markets we provide, supporting additional than 19,000 financial advisors, 800 institution-centered expenditure courses and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered model and the belief that Us residents are worthy of entry to individualized assistance from a financial advisor. At LPL, independence suggests that advisors have the freedom they are worthy of to pick the business model, services, and engineering sources that enable them to operate their fantastic apply. And they have the freedom to take care of their consumer relationships, since they know their clients best. Merely put, we get treatment of our advisors, so they can get treatment of their clients.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Seller in the U.S (Dependent on total revenues, Fiscal Organizing magazine 1996-2021) No. one company of 3rd-party brokerage services to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Dependent on prior business and represents belongings that would have been custodied at LPL Fiscal, instead than 3rd-party custodians. Claimed belongings and consumer numbers have not been independently and thoroughly verified by LPL Fiscal.

Securities and advisory services are supplied through LPL Fiscal (LPL), a registered expenditure advisor and broker-supplier (member FINRA/SIPC). Insurance policies goods are supplied through LPL or its certified affiliate marketers. First Citizens Bank and First Citizens Investment Centre are not registered as a broker-supplier or expenditure advisor. Registered reps of LPL supply goods and services using First Citizens Investment Centre, and may well also be workforce of First Citizens Bank. These goods and services are staying supplied through LPL or its affiliate marketers, which are separate entities from, and not affiliate marketers of First Citizens. Securities and insurance policy supplied through LPL or its affiliate marketers are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • Might Lose Value

All over this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered reps and/or expenditure advisor reps affiliated with LPL Fiscal LLC. We routinely disclose facts that may well be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.

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Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]