CHARLOTTE, N.C., Oct. thirteen, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC introduced now that money advisor Person Rodgers has joined LPL Financial’s broker-vendor, corporate registered financial commitment advisor (RIA) and custodial platforms. He described having served close to $one hundred seventy five million in advisory and brokerage property*. He joins LPL from Wells Fargo Fiscal Advisors Network.
After starting his job as a spouse and children attorney, Rodgers acknowledged the need for extra ethical money advisors to assistance people today through moments of transition, like divorce, injuries or demise. He shifted to his new job as an advisor in 2008, launching a observe concentrated on offering superior techniques and money organizing to guideline shoppers through transition. Dependent in Mansfield, Texas, Person Rodgers Private Wealth Tactics also has a three member aid crew, like his wife, Gina, who serves as the firm’s business office manager, as properly as his assistant Aida Chianappi, who invested twenty decades as a paralegal for successful spouse and children lawyers in Texas and now delivers a substantial-degree of service to the firm’s shoppers.
“The previous pair of decades have been hoping on absolutely everyone, whether or not they are organizing to retire, misplaced a position or experienced the demise of a beloved 1,” Rodgers reported. “In the wake of an ongoing pandemic, it is extra vital now than at any time in advance of to have a well-informed and ethical money advisor to assistance prepare for the sudden lifestyle activities.”
Seeking to elevate his observe, give improved service in moments of crisis and operate in his clients’ greatest desire, Rodgers selected to shift his company to LPL. He stated, “LPL delivers a broad breadth and depth of organizing and financial commitment alternatives, and most importantly, will allow me to generate differentiated service ordeals for my shoppers. Our slogan is ‘clarity, self esteem and concierge treatment,’ and I think LPL provides me the greatest option to give all those products and services to my shoppers.”
Scott Posner, LPL govt vice president, Organization Enhancement, stated, “We welcome Person and his crew into the LPL group and are committed to staying their extended-time period lover for decades to arrive. We will continue leveraging our scale to make ongoing investments in progressive know-how, greatest-in-class service ordeals and other wealth administration sources that produce benefit and assistance address the evolving requirements of Person Rodgers Private Wealth Tactics and all of our other shoppers.”
Study about other corporations that not long ago joined LPL in the LPL Fiscal Information and Media area of LPL.com.
Advisors, obtain an LPL company enhancement representative near you.
About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the theory that the agency ought to work for the advisor, and not the other way around. Currently, LPL is a leader** in the marketplaces we serve, supporting extra than 19,000 money advisors, 800 institution-primarily based financial commitment courses and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us citizens have earned entry to objective direction from a money advisor. At LPL, independence means that advisors have the independence they have earned to pick out the company product, products and services, and know-how sources that enable them to run their excellent observe. And they have the independence to take care of their shopper associations, since they know their shoppers greatest. Merely place, we consider treatment of our advisors, so they can consider treatment of their shoppers.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Dependent on overall revenues, Fiscal Preparing journal 1996-2021) No. 1 company of 3rd-get together brokerage products and services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Dependent on prior company and signifies property that would have been custodied at LPL Fiscal, somewhat than 3rd-get together custodians. Documented property and shopper quantities have not been independently and absolutely verified by LPL Fiscal.
Securities and advisory products and services available through LPL Fiscal LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/ SIPC
In the course of this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose info that may possibly be vital to shareholders in the “Investor Relations” or “Press Releases” area of our web page.
Person Rodgers Private Wealth Tactics and LPL Fiscal are individual entities.
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Media Call:Lauren Hoyt-Williams(980) 321-1232
[email protected]
Resource: LPL Fiscal Holdings, Inc.
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