CHARLOTTE, N.C., Nov. 02, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced today that Integrity Prosperity Staff has joined LPL Financial’s broker-seller, corporate registered financial investment advisor (RIA) and custodial platforms. The advisors reported having served around $175 million in advisory and brokerage belongings*. They sign up for LPL from Ameriprise Financial Solutions.
Dependent in Tampa, Fla., Integrity Prosperity Staff was launched when economical advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their practices. They believed their skills complemented each and every other and that a workforce strategy would best profit purchasers. Collectively, they deliver extensive economical preparing and socially-accountable financial investment guidance for their consumer foundation of retirees and productive young entrepreneurs.
Wanting for extra adaptability, further selections and the flexibility to run their business enterprise on their own conditions, the advisors selected to lover with LPL. “We think the transfer to LPL will improve the level of support and guidance selections that our purchasers should have,” Helms explained. “LPL’s built-in technological know-how, mixed with strong preparing computer software, will create extra efficiencies in our observe and aid us differentiate the consumer encounter. We also enjoy LPL’s strong lifestyle, values and dedication to taking care of its advisors.”
For Helms, who was earlier affiliated with LPL, the transfer to LPL was a homecoming. He explained he appreciates the firm’s cultural and support transformation, and he is thrilled to reunite with the field chief.
For Silva, the transfer authorized her to rebrand her business enterprise underneath the Integrity title. She said, “Our philosophy is to serve our purchasers with integrity, aid to align their investments with their values, and to be ready to give back to their communities in a meaningful way. We enjoy all of the selections that LPL offers in the ESG and SRI house.”
Scott Posner, LPL executive vice president, Enterprise Development, said, “We lengthen a warm welcome to Lauren, Nate and their workforce. Using care of LPL advisors is our entire emphasis and mission. We are dedicated to serving to advisors develop flourishing practices, wherever they can run on their own conditions and deliver their purchasers with differentiated encounters. LPL is uniquely positioned in the independent market to make ongoing investments in modern capabilities and strong business enterprise resources designed to aid advisors meet the evolving needs of the field and their purchasers. We glance forward to supporting the Integrity Prosperity Staff for yrs to occur.”
Advisors, uncover an LPL business enterprise enhancement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the basic principle that the agency must get the job done for the advisor, and not the other way about. Currently, LPL is a chief** in the markets we serve, supporting extra than 19,000 economical advisors, 800 institution-based mostly financial investment courses and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that People should have entry to aim advice from a economical advisor. At LPL, independence implies that advisors have the flexibility they should have to decide on the business enterprise model, services, and technological know-how resources that make it possible for them to run their excellent observe. And they have the flexibility to deal with their consumer relationships, for the reason that they know their purchasers best. Simply just put, we acquire care of our advisors, so they can acquire care of their purchasers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Seller in the U.S (Dependent on overall revenues, Financial Planning magazine 1996-2021) No. one service provider of third-get together brokerage services to banking companies and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
*Dependent on prior business enterprise and represents belongings that would have been custodied at LPL Financial, relatively than third-get together custodians. Documented belongings and consumer quantities have not been independently and totally confirmed by LPL Financial.
Securities and advisory services available by way of LPL Financial LLC, an SEC-registered broker-seller and financial investment advisor. Member FINRA/ SIPC.
In the course of this interaction, the conditions “financial advisors” and “advisors” are applied to refer to registered reps and/or financial investment advisor reps affiliated with LPL Financial LLC. We routinely disclose info that may be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Integrity Prosperity Staff and LPL Financial are independent entities.
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