CHARLOTTE, N.C., Nov. 23, 2021 (Globe NEWSWIRE) — LPL Money LLC declared now that the freshly rebranded Clearview Wealth Associates has joined LPL Financial’s broker-supplier, corporate registered expense advisor (RIA) and custodial platforms. They are aligned with The Money Expert services Community, an existing LPL significant organization. The Clearview staff documented possessing served somewhere around $500 million in advisory, brokerage and retirement plan assets*. They be a part of from Lincoln Money Advisors.
Clearview Wealth Associates is a whole-service wealth management organization that mostly serves company proprietors, corporate executives and professional athletes. The staff is led by controlling associates and cofounders Bill Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow monetary advisors Ashley Sawyer and Mike Lemas and a 4 member office environment assist personnel. They work out of three workplaces primarily based in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary responsibility and determination to furnishing differentiated shopper service led them to uncover new associates in LPL and The Community. “We are fired up to go to a totally impartial platform with LPL’s robust digital technology, blended with The Network’s local assist and more sources. We believe that our clientele will gain from an improved encounter appropriate out of the gate with a single portal to accessibility account facts, alongside with whole transparency,” Roland stated.
Westermeyer added, “We are fired up to launch our new name and brand, with the Clearview name denoting transparency. This go assures our clientele will have ground breaking tools and sources readily available to them. We seem ahead to expanding our practice and assisting clientele make fantastic decisions all around their monetary wellbeing, expense management, estate arranging, in general chance management, company continuity arranging, personnel advantages and corporate retirement plans.”
Christopher Mercado, controlling associate and chief expense strategist with The Money Expert services Community, mentioned, “As the demands of extra subtle wealth management corporations increase, The Network’s company product carries on to bring in premier workplaces throughout the country. We are delighted to welcome Jim, Bill and the extended staff at Clearview Wealth Associates, as we seem ahead to operating together to elevate their shopper encounter by way of our collective partnership with LPL Money.”
Scott Posner, LPL executive vice president, Business Development, mentioned, “We welcome Jim, Bill, Ashley and Mike to LPL, and congratulate The Community for expanding its local community of high-quality advisors. We are honored that the Clearview staff recognized LPL’s balance to serve as a very long-time period associate for their organization and clientele. We remain dedicated to investing in our advisors’ enterprises to supply differentiated abilities, integrated technology and ground breaking remedies developed to enable them thrive. We seem ahead to a very long-lasting partnership with Clearview Wealth Associates.”
Advisors, uncover an LPL company development representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was started on the principle that the organization ought to work for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we serve, supporting extra than 19,000 monetary advisors, 800 establishment-primarily based expense programs and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us residents deserve accessibility to personalized guidance from a monetary advisor. At LPL, independence signifies that advisors have the independence they deserve to pick out the company product, expert services, and technology sources that let them to run their excellent practice. And they have the independence to manage their shopper relationships, because they know their clientele greatest. Merely put, we take treatment of our advisors, so they can take treatment of their clientele.
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Dependent on overall revenues, Money Setting up journal 1996-2021) No. 1 company of third-occasion brokerage expert services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior company and represents assets that would have been custodied at LPL Money, rather than third-occasion custodians. Documented assets and shopper numbers have not been independently and totally confirmed by LPL Money.
Securities and advisory expert services supplied by way of LPL Money LLC, an SEC- registered broker-supplier and expense advisor. Member FINRA/ SIPC
In the course of this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or expense advisor representatives affiliated with LPL Money LLC. We routinely disclose facts that could be vital to shareholders in the “Investor Relations” or “Press Releases” area of our website.
Clearview Wealth Associates, The Money Expert services Community and LPL Money are separate entities.
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