CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) declared today that Lamont Economic Team has joined LPL Financial’s broker-supplier, company registered financial commitment advisor (RIA) and custodial platforms, aligning with huge company JFC Advisor Network. The Lamont workforce noted owning served close to $two hundred million in advisory, brokerage and retirement plan belongings*. They be a part of LPL from Securities The united states, aspect of the Advisor Team community of broker-sellers.
Situated in Apparent Lake Lender & Trust in Mason City and Apparent Lake, Iowa, Lamont Economic Team was established in 2013 and is comprised of economic advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The organization provides complete and highly personalized economic techniques to assistance consumers increase, guard and in the end, transfer their legacy. “We imagine economic designs should really mirror just about every stage of everyday living its proprietor is in: no matter whether it be buying a initial dwelling, financing a kid’s higher education training or arranging for retirement,” explained Lamont, who generally performs with superior-net-really worth men and women who are working in direction of retirement or currently retired.
Looking for better workplace efficiencies and balance, the workforce turned to LPL and JFC. Lamont stated, “I’m only as profitable as my staff, so it was critical to locate a spouse who can assistance us help save time and attain additional efficiencies from integrated technological know-how. LPL checked that box with ClientWorks and other revolutionary capabilities, all related by a one indication-on functionality. On best of that, LPL is a Fortune 500 company with dimension and scale, which offers us balance and peace of intellect knowing that we are with a robust spouse. We also recognize the added service, sources and financial commitment versions offered by JFC. It’s definitely a very good in good shape all all-around.”
Jack Connealy, founder of JFC Advisor Network, stated, “We are thrilled to welcome Lamont Economic Team to our developing spouse and children of advisors. At JFC Advisor Network, we are devoted to furthering the good results of our advisors and elevating their procedures.We are honored to be entrusted with this mission by Lamont Economic Team, and look forward to our partnership with Kris, Thomas, Amy and the total workforce.”
Scott Posner, LPL govt vice president, Company Growth, stated, “We welcome Kris, Thomas and Amy to the LPL neighborhood. We are proud to be their spouse by delivering revolutionary sources, alternatives and technological know-how that can assistance them be profitable at just about every stage of their business’ lifecycle. We will continue on to leverage our scale to convey value to advisors, supplying them time-preserving, integrated capabilities so they can concentration on serving to their consumers pursue their lifelong economic plans and aspirations. We congratulate JFC for its continued growth, and look forward to a extended-long lasting partnership with both equally JFC and Lamont Economic Team.”
Advisors, locate an LPL small business development representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the theory that the organization should really perform for the advisor, and not the other way all-around. Today, LPL is a chief** in the markets we provide, supporting additional than 19,000 economic advisors, 800 institution-centered financial commitment systems and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that People in america have earned access to personalised assistance from a economic advisor. At LPL, independence suggests that advisors have the liberty they have earned to decide on the small business model, companies, and technological know-how sources that let them to run their great exercise. And they have the liberty to regulate their client interactions, for the reason that they know their consumers best. Only set, we take treatment of our advisors, so they can take treatment of their consumers.
*Dependent on prior small business and represents belongings that would have been custodied at LPL Economic, rather than third-celebration custodians. Described belongings and client figures have not been independently and thoroughly verified by LPL Economic.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on complete revenues, Economic Organizing magazine 1996-2021) No. 1 supplier of third-celebration brokerage companies to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory companies available as a result of LPL Economic LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC
Coverage merchandise are available as a result of LPL or its certified affiliate marketers. To the extent you are receiving financial commitment guidance from a independently registered unbiased financial commitment advisor that is not an LPL Economic affiliate, make sure you observe LPL Economic tends to make no illustration with respect to such entity.
If your economic experienced is located at a lender or credit rating union, make sure you observe that the lender/credit rating union is not registered as a broker-supplier or financial commitment advisor. Registered representatives of LPL may well also be workers of the lender/credit rating union. These merchandise and companies are currently being available as a result of LPL or its affiliate marketers, which are different entities from, and not affiliate marketers of, the lender/credit rating union.
Securities and coverage available as a result of LPL or its affiliate marketers are:
- Not Insured by FDIC/NCUA or Any Other Governing administration Company
- Not Lender/Credit score Union Assured
- Not Lender/Credit score Union Deposits or Obligations
- May possibly Lose Value
Through this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Economic LLC. We routinely disclose data that may well be critical to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Lamont Economic Team, JFC Advisor Network, Apparent Lake Lender & Trust and LPL Economic are different entities.
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Media Call:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]
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