December 3, 2022

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Built Business Tough

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Scott Howell

CHARLOTTE, N.C., Nov. 09, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) introduced nowadays that fiscal advisor Scott E. Howell CFP® has joined LPL Financial’s broker-dealer, company registered financial commitment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Associates, a significant organization on LPL’s hybrid RIA platform. He documented getting served approximately $four hundred million in advisory, brokerage and retirement approach assets*, and joins from HSBC.

For additional than 24 a long time, Howell has served large-net-value families, executives and compact businesses approach, improve and defend their fiscal lives by furnishing personalised guidance tailored to every single client’s requires. “It is the best reward to create extended-expression relationships and see clients’ objectives arrive to fruition,” Howell reported.

Soon after paying out his complete occupation in wirehouse and banking channels, Howell is enthusiastic to launch a new unbiased observe with the aid of LPL and Gladstone. He is dependent in Gladstone’s Chester, N.J. headquarters, with plans to before long secure a new spouse place of work in Summit, N.J. He’ll also proceed to serve his shoppers in the New York Town spot.

“I’ve spent a long time studying and analyzing the advisory industry. I consider that the unbiased model is the best circumstance situation for my shoppers. It’s constantly been my conclude recreation,” Howell reported. “LPL is a publicly traded Fortune five hundred firm that gives all of the tools and resources that I need to have to supply for my shoppers and be the best advisor possible. LPL has the scale, goods, technology, and compliance oversight that my shoppers have to have. It also lets me to totally make use of my CFP® designation to uphold the fiduciary conventional.”

Howell reported Gladstone adds an added layer of culture and infrastructure to help his observe prosper. “I truly love becoming again in the advisor culture. The shift lets me to dedicate all of my time exclusively to my shoppers. I am additional targeted and streamlined than at any time just before, backed by fantastic partners, study and resources,” he reported.

Robert Hudson, founder and chairman of Gladstone Wealth Associates, stated, “We are happy to aid Scott’s journey to independence through his affiliation with our Partnership model. The pattern is building momentum as additional advisors proceed to shift to independence, and we are listed here to present personalised aid just about every action of the way. We glimpse ahead to serving to Scott enhance price with shoppers and create an even additional successful observe by furnishing him with complete aid, backed by the scale and resources of Gladstone and LPL.”

Scott Posner, LPL executive vice president, Business Growth, stated, “We extend a warm welcome to Scott and congratulate Gladstone on its continued progress. The demand from customers for our versatile enterprise model carries on to improve as advisors know they have a alternative in how they create their methods and serve their shoppers. We consider that advisors know their shoppers best, and they should really be capable to create a great observe that aids them supply what their shoppers need to have and price. We strive to be a extended-expression spouse to advisors, furnishing them with sturdy resources and modern technology developed to help them improve and prosper. We glimpse ahead to supporting Scott and the Gladstone workforce for a long time to arrive.”

Advisors, locate an LPL enterprise progress representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the principle that the firm should really function for the advisor, and not the other way all around. Currently, LPL is a leader** in the markets we serve, supporting additional than 19,000 fiscal advisors, 800 establishment-dependent financial commitment programs and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Us residents ought to have entry to objective direction from a fiscal advisor. At LPL, independence usually means that advisors have the liberty they ought to have to decide on the enterprise model, solutions, and technology resources that allow them to run their great observe. And they have the liberty to control their shopper relationships, for the reason that they know their shoppers best. Only place, we acquire care of our advisors, so they can acquire care of their shoppers.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Dealer in the U.S. (Centered on complete revenues, Financial Arranging journal 1996-2021) No. 1 service provider of third-party brokerage solutions to banking institutions and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

*Centered on prior enterprise and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Described assets and shopper quantities have not been independently and totally confirmed by LPL Financial.

Securities and advisory solutions offered through LPL Financial LLC, an SEC– registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC

All over this conversation, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Financial LLC. We routinely disclose info that might be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our internet site.

Gladstone Wealth Associates and LPL Financial are separate entities.

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Media Get in touch with:Lauren Hoyt-Williams(980) 321-1232
[email protected]


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Resource: LPL Financial Holdings, Inc.