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LPL Financial Welcomes First Citizens Investment Center

CHARLOTTE, N.C., Nov. eighteen, 2021 (Globe NEWSWIRE) — LPL Financial LLC today declared that Initial Citizens Investment decision Centre found at Initial Citizens Financial institution has joined LPL’s Establishment Services platform. The program’s financial specialists noted getting served around $235 million in brokerage, advisory and retirement prepare property*. They have been beforehand affiliated with Cetera Investment decision Services.

Headquartered in Mason Town, Iowa, Initial Citizens Financial institution is a spouse and children-owned, community financial institution with 7 branches in Iowa and one in Minnesota, serving additional than $one billion in property. The financial commitment heart is built to provide superior good quality prosperity administration and brokerage expert services for financial institution purchasers and other users of the community. The financial commitment staff includes of Program Supervisor Nicole Rognes Olson, JD, CFP®, Investment decision Government Holly Miller, who has been with the heart for 20 yrs, and fellow financial advisors Michael Castle, CFP® and Arcon Concepcion. They are joined by workplace guidance users Carol A. Juhl and Bryan J. Lathrop.

Initial Citizens Investment decision Centre turned to LPL to attain access to a wider range of digital methods, provide purchasers with differentiated experiences and prepare for long term development. “By aligning with LPL, we now have access to progressive technology and a wide range of resources to improve how we serve the varied population of people who occur by means of our doors,” Miller reported. “We believe that our financial commitment heart application is truly using off, and this transfer is the catalyst for that development engine. With LPL’s measurement and scale, together with its advisor-centric culture, we are ready to composition our business enterprise product in a way that really supports our vision to serve generations of purchasers for yrs to occur.”

Ken Hullings, LPL senior vice president and head of organization recruiting, reported, “We prolong a heat welcome to the complete staff at Initial Citizens Investment decision Centre, and are honored they chose LPL Establishment Services as a strategic husband or wife to guidance their long term development. As the need for tips continues to increase, it is very important for advisors to have access to a foremost prosperity administration platform, progressive technology, strategic consultative guidance and dedicated service working experience that can assistance them differentiate their business enterprise and convey additional value to their purchasers and establishments. At LPL, we are deeply committed to investing in our advisors’ futures and supplying them with robust business enterprise methods built to assistance them thrive.”

Advisors, locate an LPL business enterprise progress representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the organization should really get the job done for the advisor, and not the other way about. Now, LPL is a chief** in the markets we serve, supporting additional than 19,000 financial advisors, 800 establishment-based financial commitment plans and 450 unbiased RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the perception that People in america ought to have access to personalized steering from a financial advisor. At LPL, independence indicates that advisors have the flexibility they ought to have to select the business enterprise product, expert services, and technology resources that let them to run their fantastic observe. And they have the flexibility to take care of their shopper relationships, simply because they know their purchasers most effective. Simply just place, we choose treatment of our advisors, so they can choose treatment of their purchasers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Seller in the U.S (Centered on whole revenues, Financial Preparing magazine 1996-2021) No. one company of third-bash brokerage expert services to financial institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Centered on prior business enterprise and signifies property that would have been custodied at LPL Financial, rather than third-bash custodians. Documented property and shopper quantities have not been independently and thoroughly verified by LPL Financial.

Securities and advisory expert services are made available by means of LPL Financial (LPL), a registered financial commitment advisor and broker-supplier (member FINRA/SIPC). Insurance plan solutions are made available by means of LPL or its accredited affiliates. Initial Citizens Financial institution and Initial Citizens Investment decision Centre are not registered as a broker-supplier or financial commitment advisor. Registered reps of LPL supply solutions and expert services making use of Initial Citizens Investment decision Centre, and may possibly also be staff of Initial Citizens Financial institution. These solutions and expert services are becoming made available by means of LPL or its affiliates, which are different entities from, and not affiliates of Initial Citizens. Securities and insurance coverage made available by means of LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Authorities Agency
  • Not Financial institution Confirmed
  • Not Financial institution Deposits or Obligations
  • May well Drop Price

Throughout this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Financial LLC. We routinely disclose information that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” part of our website.

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Media Contact:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]