CHARLOTTE, N.C., Sept. 29, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) introduced currently that the workforce at First Legacy Prosperity Administration has joined LPL Financial’s broker-dealer, company registered expense advisor (RIA) and custodial platforms, aligned with significant business JFC Advisor Community. The workforce claimed serving more than $400 million in advisory, brokerage and retirement belongings*. They sign up for LPL from Avantax Expenditure Providers, part of Blucora.
With workplaces in San Angelo and Significant Spring, Texas, First Legacy Prosperity Administration, with more than 75 many years of put together expertise, is a tax-dependent apply that strives to provide customers with individually customized economic advice focused on tax implications and lengthy-expression ambitions. Positioning them selves with CPAs, the workforce specializes in retirement belongings, wealth growth and legacy arranging. “Our priority is providing a personalized expertise for our customers and remaining a workforce they can constantly contact on,” mentioned economic advisor Dennis Reed, CPA. “We love assisting our customers integrate charitable giving in their economic designs, and we also operate with community charities to assistance them continue on to serve our local community.”
Reed is joined at First Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by a few whole-time assistants, which include Reed’s son, Walter Reed, who is working towards an advisor function with designs to eventually grow the apply to Houston. Jointly, they are a close-knit workforce with wide business expertise.
Why LPL is their picked out house
As the apply continues to develop, the First Legacy workforce decided to uncover a new wealth administration associate to provide them with differentiated consumer activities and more versatility in how they run their small business. “When we recognized LPL’s consumer-oriented small business product aligned with ours, the decision to shift was an easy a person,” Reed mentioned. “We will be backed by the firm’s reliable and unwavering assistance that emboldens us to dictate our small business product, even further develop our apply and fortify our consumer interactions. We are enthusiastic about the selection of possibilities and the consumer-friendly interface that LPL’s platforms have to present. Our customers can anticipate a more personalized and seamless on-line expertise, put together with our diligent assistance solutions.”
Jack Connealy, founder of JFC Advisor Community, stated, “JFC Advisor Community is thrilled to welcome First Legacy to our escalating network of economic specialists. At JFC, we are committed to furthering the results of our advisors and elevating their practices, and we are honored to be entrusted with this mission by First Legacy. We appear forward to supporting Dennis, Lance, Steve and the complete First Legacy workforce.”
Scott Posner, LPL government vice president, Business Growth, stated, “We welcome to Dennis, Steve and Lance to the LPL local community and congratulate JFC for escalating its network of high quality advisors. At LPL, we purpose to redefine independence in our business and emphasis on a person central intent to serve our advisors. Our abilities and resources are thoughtfully made to permit advisors run their apply efficiently although shelling out more time with their customers. We are consistently innovating our engineering and affiliation models, so our advisors can generate their excellent apply and rise earlier mentioned the levels of competition. We appear forward to supporting First Legacy Prosperity Administration in a lengthy-lasting partnership and assisting their small business prosper.”
Study about other corporations that not long ago joined LPL in the LPL Economic News and Media part of LPL.com.
Advisors, uncover an LPL small business progress representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the theory that the business really should operate for the advisor, and not the other way all over. Right now, LPL is a chief** in the marketplaces we serve, supporting more than 19,000 economic advisors, 800 institution-dependent expense applications and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that People deserve access to objective steering from a economic advisor. At LPL, independence indicates that advisors have the liberty they deserve to decide on the small business product, solutions, and engineering resources that permit them to operate their excellent apply. And they have the liberty to handle their consumer interactions, since they know their customers finest. Simply place, we acquire treatment of our advisors, so they can acquire treatment of their customers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S. (Based mostly on whole revenues, Economic Preparing journal June 1996-2020) No. 1 supplier of third-get together brokerage solutions to financial institutions and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Based mostly on prior small business and signifies belongings that would have been custodied at LPL Economic, instead than third-get together custodians. Claimed belongings and consumer numbers have not been independently and entirely confirmed by LPL Economic.
Securities and advisory solutions provided through LPL Economic LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/ SIPC
During this conversation, the terms “financial advisors” and “advisors” are used to refer to registered associates and/or expense advisor associates affiliated with LPL Economic LLC. We routinely disclose details that may be important to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
First Legacy Prosperity Administration LLC, JFC Advisor Community and LPL Economic are separate entities.
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