CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced currently that father and son monetary advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-seller, hybrid registered financial commitment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an current LPL company. The father-son team joins from Raymond James and noted to LPL it served about $200 million in advisory, brokerage and retirement plan property*.
Collectively, the pair delivers far more than 60 a long time of working experience supporting a range of clients by custom-made investment decision and prosperity management techniques that address their exceptional demands. With a background in data technologies, Jeremy grew up viewing his father make a change in the lives of business enterprise house owners, corporate executives, healthcare industry experts, families and retirees by encouraging them operate toward their desires by means of personalised fiscal planning. He later went on to function together with Steve right before eventually using on a guide position in their practice in 2014.
“As a household workforce that has labored with each other for in excess of a decade, my father and I are in lock step about what it usually means to be a fiscal partner,” Jeremy reported. “We’ve recognised a lot of of our purchasers for a long time and obtain wonderful fulfilment in assisting them do the job towards their aims and economic milestones.”
In looking at how to provide their clients with the finest possible sources to provide their monetary objectives, Jeremy and his father identified they needed a more flexible organization design, turning Silverleaf and LPL for the subsequent chapter of their journey.
“Ever since I was a baby, it’s been my dream to individual my life’s function – and this shift to Silverleaf, accompanied by the backing of LPL, will allow for me to do particularly that,” Jeremy said. “LPL gives the adaptability to run my enterprise the way I want to and serve our clients’ comprehensive fiscal requires. Customers want a holistic method to their funds, and with the means to faucet into gurus this sort of as CPAs and lawyers, I can give my clients differentiated support encounters and the awareness they have earned.”
Justin Gibson, president of Silverleaf Wealth Administration, explained, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their follow. At Silverleaf, we think our teamwork approach adds a broader viewpoint to all we do and supplies improved advantages to our advisors and clientele. Together with LPL, we will operate challenging to help the Friedman staff as they extend their organization and proceed to supply their clientele base with outstanding care and awareness.”
Scott Posner, LPL govt vice president, Enterprise Enhancement, mentioned, “We prolong a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on adding two high quality financial advisors to their network. We’re confident that LPL’s revolutionary technology and differentiated company experiences will provide a sound foundation for Jeremy and Steve’s ongoing development. We appear forward to a extensive-long lasting and thriving partnership with them and the Silverleaf group.”
Advisors, find an LPL business advancement representative near you.
About LPL Financial
LPL Fiscal (Nasdaq: LPLA) was founded on the basic principle that the firm should do the job for the advisor, and not the other way about. Currently, LPL is a chief** in the marketplaces we provide, supporting extra than 19,000 monetary advisors, 800 establishment-dependent financial investment systems and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People deserve access to personalized advice from a fiscal advisor. At LPL, independence usually means that advisors have the liberty they are worthy of to decide on the enterprise design, companies, and know-how methods that let them to run their perfect practice. And they have the independence to manage their client associations, simply because they know their consumers ideal. Simply just set, we just take treatment of our advisors, so they can acquire care of their purchasers.
* Price approximated centered on asset and holding facts offered to LPL from the yr 2021
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S. (Primarily based on full revenues, Monetary Organizing magazine 1996-2021) No. 1 company of 3rd-party brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – based on claimed Belongings Less than Administration by Silverleaf Advisor Team – a registered financial investment advisor.
Securities and advisory providers presented through LPL Economical LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC Advisory Solutions also supplied by way of Silverleaf Advisor Group, a registered investment adviser.
All through this interaction, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or investment decision advisor representatives affiliated with LPL Financial LLC. We routinely disclose info that may possibly be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Silverleaf Wealth Management, Silverleaf Advisor Team and LPL Money are independent entities.
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