CHARLOTTE, N.C., Oct. 18, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced today that money advisor Peter Shunyia, CFP® has joined LPL Money to launch his impartial money exercise, Shunyia & Co. Private Prosperity Advisors. He reported owning served about $150 million in advisory and retirement program belongings*. He joins LPL from Merrill Lynch.
Shunyia, a lifelong Michigan resident, operates his exercise in Troy, Mich., with the help of a few office team customers. He has twenty yrs of practical experience outlining money approaches for his customer foundation of higher-web-really worth men and women, physicians, retirees and company house owners. Shunyia usually takes delight in his meticulous and personalised solution to money information, which consists of in depth recommendations, possibility assessment and money preparing. “As an professional advisor, I work to recognize my clients’ considerations and aims, completely describe my recommendations and deliver excellent care and company,” claimed Shunyia, who enjoys shelling out his time outside of work with his loved ones, fly fishing and volunteering for conservation projects.
Looking to provide his clients’ very best pursuits, broaden financial investment choices and take much more regulate of his company, he chose to husband or wife with LPL and align with The united states Team Retirement Strategy Centers, a substantial business that supports LPL-affiliated advisors. “With the strong methods, progressive alternatives and a large-achieving advisor network of a Fortune 500 company, LPL is the correct dwelling for my money exercise,” Shunyia claimed. “The company gives every little thing that my purchasers and I are hunting for — from built-in technological know-how to money preparing applications. We also have the added layer of help from The united states Team to deliver the infrastructure and help to help me to do what I was accomplishing in a wirehouse atmosphere without the need of lacking a defeat. Most importantly, this move will allow me to target totally on having care of my clients’ requirements.”
Joe Ruzycki, president and CEO of The united states Team Retirement Strategy Centers, “We are excited to welcome Peter as the 95th money advisor to join our developing business. We believe his wealth of sector know-how, merged with our potent help and LPL’s strong system, will assistance Peter establish a thriving impartial exercise and stand out from the competitors. It has been an absolute enjoyment acquiring to know Peter and assisting him with the transition and we look forward to our lengthy-long lasting partnership.”
Scott Posner, LPL govt vice president, Organization Growth, mentioned, “We lengthen a warm welcome to Peter and congratulate him on launching his new impartial exercise. Advisors are at the middle of every little thing we do, and we constantly make investments in progressive capabilities to deliver them with differentiated help and methods. We are very pleased to give advisors with wealth management alternatives and company alternatives intended to assistance set them acquire in their sector and add benefit for purchasers. We congratulate The united states Team on developing its network of high-quality advisors and look forward to supporting Shunyia & Co. Private Prosperity Advisors for yrs to appear.”
Examine about other companies that just lately joined LPL in the LPL Money News and Media part of LPL.com.
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About LPL Money
LPL Money (Nasdaq: LPLA) was established on the principle that the company really should work for the advisor, and not the other way all around. Today, LPL is a leader** in the marketplaces we provide, supporting much more than 19,000 money advisors, 800 establishment-based mostly financial investment programs and 450 impartial RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that People in america are entitled to obtain to aim steering from a money advisor. At LPL, independence usually means that advisors have the independence they are entitled to to select the company model, expert services, and technological know-how methods that permit them to operate their best exercise. And they have the independence to regulate their customer interactions, simply because they know their purchasers very best. Basically set, we take care of our advisors, so they can take care of their purchasers.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based on whole revenues, Money Scheduling journal June 1996-2020) No. 1 supplier of third-celebration brokerage expert services to banking companies and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based on prior company and represents belongings that would have been custodied at LPL Money, instead than third-celebration custodians. Described belongings and customer figures have not been independently and absolutely confirmed by LPL Money.
Securities and advisory expert services presented by way of LPL Money LLC, an SEC- registered broker-dealer and financial investment advisor. Member FINRA/ SIPC
All through this conversation, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Money LLC. We routinely disclose information that could be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
The united states Team Retirement Strategy Centers, Shunyia & Co. Private Prosperity Advisors and LPL Money are individual entities.
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