27/05/2022

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LPL Financial, Gladstone Welcome Father-Daughter Team

CHARLOTTE, N.C., Jan. 18, 2022 (Globe NEWSWIRE) — LPL Monetary LLC introduced these days that economic advisors John and Jennifer Tarantino have joined LPL Financial’s broker-seller, corporate registered expenditure advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Companions, a huge organization on LPL’s hybrid RIA system. They noted to LPL that they serve around $250 million in advisory, brokerage and retirement approach assets,* and join from Morgan Stanley.

The father-daughter team has additional than 50 a long time of mixed experience, applying their family members values of integrity, transparency and empathy to assistance family members in this era and the next. With a background in educating, John’s specializes in simplifying intricate troubles to enable clientele genuinely recognize their money landscape. Jennifer joined the apply in 2015 after getting business acumen functioning for other companies, bringing new imagining to help access the next era of clients. Alongside one another, they take a fiscal preparing method to aid purchasers determine what’s most essential in their lives.

“For numerous persons, their most vital asset is not held in a portfolio. It’s typically the time they devote with loved kinds, the satisfaction they discover in pursuing their passions and the feeling of ease and comfort they find within their group,” John mentioned. “Whatever our shoppers care about most, we feel that a reliable economic strategy will help them comprehend a vision for their long term. Our personalized tactics are made to help each consumer perform toward assembly their way of life and goals.”

Right after a great deal reflection and because of diligence, the staff determined that the unbiased design very best suited their clients’ rising wants. They turned to Gladstone Prosperity Companions and LPL Money to breakaway from the wirehouse setting for the subsequent chapter of their business. They will start their new exercise in Florham Park, N.J.

“Being a family crew, we want to help our clients the way we would assistance our have household. Going impartial seriously usually takes that pondering to the up coming amount and over and above. We can make choices in our clients’ best passions with no acquiring organizational influence,” Jennifer said.

John included, “Gladstone provides us a perception of local community. They take care of us like household, getting issues off our plate so we can devote a lot more time with consumers. We also appreciate the positive aspects of becoming a member of LPL, a main wealth administration agency. The mixture of Gladstone and LPL gives us with entry to professional and professional group associates and robust methods created to help us differentiate our small business and extend our offerings and support.”

Richard Frick, Taking care of Partner and CEO of Gladstone Prosperity Partners reported, “We welcome John and Jen to the Gladstone spouse and children, and are honored they put their have confidence in in us to aid with their transition to independence. Our marriage with LPL provides benefit by furnishing the resources and innovative methods that assist us and our advisors evolve. We seem forward to supporting the whole Tarantino crew and assisting in their ongoing advancement.”

Scott Posner, LPL govt vice president, Business enterprise Development, explained, “We lengthen a warm welcome to John and Jen, and congratulate them on the launch of their unbiased apply. As a lover with scale, we are fully commited to supporting our advisors’ skill to fulfill their clients’ expectations for differentiated support encounters and obtain to refined wealth management options. We also produce robust means and enterprise options to help unbiased company house owners operate proficiently and build a small business with price. We are honored to assist Gladstone and the Tarantinos and seem forward to a extensive-lasting partnership with both equally.”

Advisors, locate an LPL enterprise progress representative near you.

About LPL Economic:
LPL Economic (Nasdaq: LPLA) was established on the basic principle that the business should function for the advisor, and not the other way close to. These days, LPL is a chief** in the marketplaces we serve, supporting extra than 19,000 economical advisors, 800 establishment-primarily based financial investment applications and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Us residents ought to have accessibility to personalized assistance from a money advisor. At LPL, independence indicates that advisors have the flexibility they are entitled to to pick out the business enterprise design, providers, and technology means that enable them to operate their great exercise. And they have the flexibility to control their customer relationships, mainly because they know their customers ideal. Simply just set, we consider care of our advisors, so they can choose care of their purchasers.

* Worth approximated based mostly on asset and holding aspects presented to LPL from the yr 2021

**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Centered on complete revenues, Economic Planning journal June 1996-2020) No. 1 provider of third-bash brokerage products and services to banks and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory companies available by way of LPL Economical LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/SIPC. 

During this conversation, the conditions “financial advisors” and “advisors” are employed to refer to registered associates and/or financial commitment advisor representatives affiliated with LPL Money LLC. We routinely disclose details that could be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Gladstone Wealth Partners and LPL Financial are different entities.

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Lauren Hoyt-Williams
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