LPL Financial, Gladstone Welcome Financial Advisor Francis Ciocari
CHARLOTTE, N.C., Sept. 08, 2021 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) announced today that fiscal advisor Francis Ciocari CFP® has joined LPL Financial’s broker-dealer, hybrid registered expense advisor (RIA) and custodial platforms. He is aligned with Gladstone Prosperity Associates, a massive enterprise on LPL’s hybrid RIA system. Ciocari reported having served approximately $three hundred million in advisory, brokerage and retirement plan assets*, and joins from Morgan Stanley.
After investing his whole occupation in a wirehouse ecosystem, Ciocari will lover with present LPL advisors to start a new Gladstone Prosperity Associates place of work in Blue Bell, Pa. He is joined by longtime assistant and shopper relationship manager Christine Buck Nolan. “I’m thrilled to lover with other highly regarded advisors to present elevated solutions to our consumers and improve our group existence,” claimed Ciocari, who largely operates with company executives and affluent investors.
Ciocari firmly thinks in superior-contact, goals-based prosperity management, and starts off each individual relationship with a fiscal plan. Though functioning remotely throughout the latest pandemic ecosystem, he decided that the greatest way to serve his consumers was by proudly owning his business enterprise and firmly having manage about his course of action. An entrepreneur at coronary heart, Ciocari turned to Gladstone and LPL to get started a new journey as an impartial fiscal advisor. “It’s refreshing to have comprehensive autonomy in the way we establish the apply. As impartial advisors, we can offer you full transparency and work in our clients’ greatest pursuits,” Ciocari claimed.
In selecting a new lover, Ciocari said, “LPL is a Fortune five hundred firm with a wonderful reputation, fully commited to investing in modern know-how and assets. I desired my consumers to sense comfortable being aware of I was partnering with an industry chief and the greatest in the impartial place. And on top of that, with Gladstone we have access to a must have assets, turnkey help and additional assistance with compliance, leaving me with additional time to expend supporting consumers and their investments. It is a win-win.”
Richard Frick, taking care of lover and CEO at Gladstone Prosperity Associates, said, “We are thrilled for Fran to open our new Companion place of work in Blue Bell, and we glimpse ahead to expanding this Philadelphia suburb industry together. I’ve identified Fran for yrs and to be ready to help him as he transitions to the impartial channel is an amazing emotion. The momentum just carries on for Gladstone and the impartial place, and we feel this hybrid place of work ecosystem will continue on to accelerate it. We are fully commited to supporting our advisors each individual working day with customized solutions made to assistance them succeed.”
Scott Posner, LPL govt vice president, Business Advancement, said, “We warmly welcome Fran to the LPL group and congratulate Gladstone on its ongoing development. At LPL, we offer you a range of affiliation types so that advisors have selections in how they establish a fantastic apply that helps make the most sense for them and their consumers. We are very pleased to function in partnership with Gladstone to supply scale and balance that empowers advisors to produce differentiated experiences and a thriving apply. We glimpse ahead to supporting Fran and the whole crew at the new Gladstone Prosperity Associates place of work in Blue Bell for yrs to occur.”
Go through about other corporations that lately joined LPL in the LPL Fiscal Information and Media segment of LPL.com.
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About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was established on the basic principle that the business really should function for the advisor, and not the other way about. Right now, LPL is a chief** in the marketplaces we serve, supporting additional than 19,000 fiscal advisors, 800 institution-based expense courses and 450 impartial RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Us citizens deserve access to goal steerage from a fiscal advisor. At LPL, independence implies that advisors have the independence they deserve to opt for the business enterprise model, solutions, and know-how assets that allow for them to run their fantastic apply. And they have the independence to handle their shopper interactions, simply because they know their consumers greatest. Simply set, we take care of our advisors, so they can take care of their consumers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Dependent on whole revenues, Fiscal Organizing journal 1996-2021) No. 1 supplier of 3rd-social gathering brokerage solutions to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Dependent on prior business enterprise and signifies assets that would have been custodied at LPL Fiscal, instead than 3rd-social gathering custodians. Described assets and shopper figures have not been independently and completely confirmed by LPL Fiscal.
Securities and advisory solutions presented as a result of LPL Fiscal LLC, an SEC- registered broker-dealer and expense advisor. Member FINRA/ SIPC
During this interaction, the terms “financial advisors” and “advisors” are employed to refer to registered reps and/or expense advisor reps affiliated with LPL Fiscal LLC. We routinely disclose facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Gladstone Prosperity Associates and LPL Fiscal are individual entities.
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