LPL Financial Welcomes Elite Financial Network
CHARLOTTE, N.C., Jan. 05, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) announced today that Elite Money Network has joined LPL Financial’s broker-seller, corporate registered financial investment advisor (RIA) and custodial platforms. The massive business claimed to LPL that it served somewhere around $1 billion in advisory, brokerage and retirement system property,* and joins LPL from Securities The us, element of the Advisor Group community of broker-sellers.
Due to the fact 1992, Elite Money Network has served purchasers in all aspects of their economic lives. Launched by President and CEO Dan Cairo, the Huntington Beach, Calif. group is comprised of thirty independent economic advisors who get a holistic approach to giving individualized providers and proactive wealth management. “Our intention is to guidebook purchasers through the numerous economic milestones in their lives, from preserving for a child’s university tuition to constructing wealth to living in retirement,” claimed Cairo, who serves as both of those economic advisor and business chief. The firm’s leadership group also features Craig Wong, running lover, and Dan’s spouse, Cindy Cairo, co-owner and CFO.
As Elite Money Network proceeds to evolve, the group chose LPL for the future chapter of their business. “LPL is a strategic lover to support us reinvent ourselves,” Cairo claimed. “We take pleasure in the advisor-centric society under the leadership of Dan Arnold, and it is very clear to us that LPL deeply cares about its advisors’ success. LPL gives us with accessibility to a large vary of innovative abilities, business options and study to support us provide purchasers with differentiated activities as we supply the most recent industry updates, collaborative tips and financial investment options.”
Cairo additional, “We have our eyes established on important development and enlargement over the future couple a long time, and we are confident that this new partnership will give us a competitive advantage to support appeal to like-minded advisors. LPL’s community is expansive and its transition processes are so economical for advisors who may possibly be intrigued in becoming a member of our group. We expect excellent items in advance!”
Ken Hullings, LPL senior vice president, Business enterprise Growth, claimed, “We warmly welcome Dan and the overall Elite group to the LPL neighborhood. We are delighted to be their lover of preference as they go on to evolve their observe and supply extra worth to purchasers. Our mission and sole function is to get care of our advisors so they can get care of their purchasers. As a chief in the independent space, LPL is fully commited to giving advisors with a strong electronic system along with high-high quality, innovative business options intended to support advisors differentiate their observe and prosper. We look forward to a lengthy-long lasting and prosperous romantic relationship with Elite Money Network.”
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Future Advisors, uncover an LPL business growth representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the agency need to function for the advisor, and not the other way about. Nowadays, LPL is a chief** in the marketplaces we serve, supporting extra than 19,000 economic advisors, 800 institution-dependent financial investment programs and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that Us residents ought to have accessibility to individualized steering from a economic advisor. At LPL, independence suggests that advisors have the liberty they ought to have to opt for the business model, providers, and technological know-how resources that permit them to operate their fantastic observe. And they have the liberty to manage their shopper relationships, mainly because they know their purchasers finest. Only place, we get care of our advisors, so they can get care of their purchasers.
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Dealer in the U.S (Primarily based on whole revenues, Money Preparing journal 1996-2021) No. 1 company of 3rd-occasion brokerage providers to banks and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
* Worth approximated dependent on asset and keeping specifics provided to LPL from the yr 2021
Securities and advisory providers provided through LPL Money LLC, an SEC-registered broker-seller and financial investment advisor. Member FINRA/ SIPC
In the course of this communication, the phrases “financial advisors” and “advisors” are used to refer to registered associates and/or financial investment advisor associates affiliated with LPL Money LLC. We routinely disclose information that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” area of our site.
Elite Money Network and LPL Money are independent entities.
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