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LPL Financial Welcomes HPK Provident Advisors

CHARLOTTE, N.C., Dec. 02, 2021 (Globe NEWSWIRE) — LPL Money LLC introduced today that HPK Provident Advisors has joined LPL Financial’s broker-seller, company registered investment decision advisor (RIA) and custodial platforms. The workforce claimed acquiring served somewhere around $230 million in advisory and brokerage belongings*, and joins LPL from FSC Securities Company, section of the Advisor Group network of broker-dealers.

The family-led small business dates back to the early 1960s when Ron Zucchelli founded the Western Pennsylvania-based observe. His son-in-law and grandson, David Harper and Colin S. Harper CFP®, followed his footsteps as monetary advisors and are honored to keep on his legacy right after his 2012 retirement. They have been joined soon right after by fellow advisors Michael Kutch CFA and Brian Paluso CFP®, CLU, RICP, AIF, and the firm has expanded to contain a different registered business office in Sarasota, Fla.

“The investment decision landscape has developed very elaborate more than the many years, so we’ve introduced collectively a workforce of advisors who each individual carry distinctive specialties to the firm. We get a collaborative method to supporting each individual and each individual client to pursue their objectives, doing work by way of our distinctive Aspiration monetary organizing course of action: Uncover, Decrease Pressure, Anticipations, Action Items and Relocating Ahead,” David Harper reported.

As the workforce continues to mature and present clientele with elevated provider experiences, they turned to LPL for the subsequent chapter of their journey. “We have been looking for extra assets and innovative technology with solitary indicator-on, and we located that with LPL. The shift has simplified so a lot of of our day-to-day responsibilities, and we assume to get back a pair hundred, if not 1000’s, of several hours for every yr so we can delight in undertaking what we do greatest: supporting our clientele,” Harper reported.

Scott Posner, LPL govt vice president, Business enterprise Progress, stated, “We lengthen a heat welcome to David, Colin, Michael and Brian, and we’re honored to assistance the meaningful work they are undertaking to keep on Ron’s legacy. We are committed to investing in innovative abilities and tools that can aid advisors differentiate their observe and maximize their worth to clientele. Technological know-how plays an integral purpose in our advisors’ techniques, and we do a lot more than just produce foremost tools. LPL works by using integrated workflows and innovative small business methods to produce a seamless consumer working experience so advisors have greater capability, a lot more ease and extra assets to be capable to produce a lot more worth to their clientele. We search forward to a prolonged-lasting romantic relationship with HPK Provident Advisors for many years to appear.”

Advisors, come across an LPL small business development representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the principle that the firm should really work for the advisor, and not the other way about. Now, LPL is a leader** in the markets we provide, supporting a lot more than 19,000 monetary advisors, 800 institution-based investment decision systems and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Americans are entitled to accessibility to personalized direction from a monetary advisor. At LPL, independence usually means that advisors have the liberty they are entitled to to pick out the small business product, solutions, and technology assets that let them to run their excellent observe. And they have the liberty to handle their client interactions, simply because they know their clientele greatest. Simply just put, we get care of our advisors, so they can get care of their clientele.

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S (Based on whole revenues, Money Setting up journal 1996-2021) No. 1 provider of 3rd-get together brokerage solutions to banking institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Based on prior small business and signifies belongings that would have been custodied at LPL Money, instead than 3rd-get together custodians. Documented belongings and client figures have not been independently and absolutely verified by LPL Money.

Securities and advisory solutions supplied by way of LPL Money LLC, an SEC- registered broker-seller and investment decision advisor. Member FINRA/ SIPC

All through this communication, the terms “financial advisors” and “advisors” are utilised to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

HPK Provident Advisors and LPL Money are different entities.

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