CHARLOTTE, N.C., Oct. thirteen, 2021 (Globe NEWSWIRE) — LPL Monetary LLC announced right now that economic advisor Dude Rodgers has joined LPL Financial’s broker-seller, company registered investment advisor (RIA) and custodial platforms. He noted acquiring served close to $175 million in advisory and brokerage assets*. He joins LPL from Wells Fargo Monetary Advisors Network.
Following commencing his vocation as a spouse and children law firm, Rodgers identified the want for extra moral economic advisors to assist people today through moments of changeover, which includes divorce, injuries or death. He shifted to his new vocation as an advisor in 2008, launching a exercise focused on supplying innovative strategies and economic planning to information shoppers through changeover. Dependent in Mansfield, Texas, Dude Rodgers Private Prosperity Techniques also has a three member assist workforce, which includes his spouse, Gina, who serves as the firm’s office environment supervisor, as very well as his assistant Aida Chianappi, who put in twenty decades as a paralegal for thriving spouse and children legal professionals in Texas and now presents a higher-degree of support to the firm’s shoppers.
“The final couple of decades have been attempting on every person, whether they are planning to retire, dropped a job or suffered the death of a loved one particular,” Rodgers claimed. “In the wake of an ongoing pandemic, it’s extra crucial now than at any time right before to have a well-informed and moral economic advisor to assist prepare for the sudden lifetime events.”
Wanting to elevate his exercise, offer increased support in moments of disaster and operate in his clients’ best interest, Rodgers chose to transfer his organization to LPL. He stated, “LPL presents a huge breadth and depth of planning and investment possibilities, and most importantly, lets me to generate differentiated support experiences for my shoppers. Our slogan is ‘clarity, assurance and concierge treatment,’ and I believe that LPL presents me the best alternative to offer all these solutions to my shoppers.”
Scott Posner, LPL government vice president, Organization Advancement, stated, “We welcome Dude and his workforce into the LPL group and are committed to staying their long-expression associate for decades to come. We will go on leveraging our scale to make ongoing investments in innovative engineering, best-in-course support experiences and other wealth management sources that provide value and assist address the evolving needs of Dude Rodgers Private Prosperity Techniques and all of our other shoppers.”
Examine about other firms that not long ago joined LPL in the LPL Monetary Information and Media portion of LPL.com.
Advisors, obtain an LPL organization advancement representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was launched on the theory that the agency should function for the advisor, and not the other way about. Currently, LPL is a leader** in the marketplaces we provide, supporting extra than 19,000 economic advisors, 800 establishment-based mostly investment systems and 450 impartial RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that People should have accessibility to goal steering from a economic advisor. At LPL, independence indicates that advisors have the freedom they should have to choose the organization design, solutions, and engineering sources that let them to operate their perfect exercise. And they have the freedom to deal with their customer interactions, for the reason that they know their shoppers best. Simply put, we just take treatment of our advisors, so they can just take treatment of their shoppers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Dependent on whole revenues, Monetary Arranging journal 1996-2021) No. 1 service provider of third-social gathering brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Dependent on prior organization and signifies assets that would have been custodied at LPL Monetary, rather than third-social gathering custodians. Documented assets and customer numbers have not been independently and thoroughly confirmed by LPL Monetary.
Securities and advisory solutions provided through LPL Monetary LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/ SIPC
In the course of this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered associates and/or investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose facts that might be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our website.
Dude Rodgers Private Prosperity Techniques and LPL Monetary are individual entities.
Connect with Us!
https://www.linkedin.com/business/lpl-economic
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/person/lplfinancialllc
Media Get hold of:Lauren Hoyt-Williams(980) 321-1232
[email protected]
Source: LPL Monetary Holdings, Inc.
More Stories
The importance of retail experience design; Designing a valuable retail experience
How to E-A-T Ethically with Digital PR
What is a marketing plan? Create your 7 step plan [Free guide]