17/01/2022

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LPL Financial Welcomes Financial Advisor Corey Phillips

CHARLOTTE, N.C., Jan. 06, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) announced these days that economical advisor Corey Phillips has joined LPL Financial’s broker-vendor, company registered financial commitment advisor (RIA) and custodial platforms. Phillips documented to LPL that he served somewhere around $one hundred fifteen million in advisory, brokerage and retirement property.* He joined LPL from Park Avenue Securities, element of the Guardian Existence Insurance policies Corporation of The usa.

Primarily based in Pittsfield, Mass., Phillips’ journey to turning into a economical advisor was a bit distinctive. Right after school, he teamed up with his brother and father to own a little retail liquor keep and rental attributes. “My encounter as a keep proprietor connected me with individuals from all walks of life and added a truly distinctive layer of standpoint to my work in economical advising,” said Phillips, who inevitably left the retail world to start his new vocation as a entire-time economical advisor in 2014. The encounter, he said, gave him a personable and partaking tactic to his customer interactions — he usually helps make an hard work to follow lively listening, realize his clients’ economical goal and personalize tactics to their varied demands.

In browsing for a new prosperity management agency, Phillips selected to move to LPL and workforce up with Alex Kastrinakis, a former colleague who joined LPL very last 12 months. They system to thoroughly partner and start a new brand afterwards this 12 months.

Phillips said, “LPL as an marketplace-major partner to economical advisors and I am eager to put into action innovative instruments and assets that LPL has to supply. I imagine my clientele will now love an easy and intuitive investing encounter, and I have all the needed abilities to diversify financial commitment options, increase my clients’ return potential and differentiate my follow. Moreover, LPL has no proprietary financial commitment solutions, so I can be a fiduciary and supply tactics and insights that are in my clients’ most effective pursuits.”

Scott Posner, LPL government vice president, Organization Improvement, said, “Our workforce at LPL extends a warm welcome to Corey, and we are honored to assist him and Alex in launching their rebranded follow afterwards this 12 months. We imagine advisors know what is most effective for their clientele, and they ought to be empowered with the independence and adaptability to do so. LPL strives to be a dedicated partner to our economical advisors, offering a extensive array of differentiated expert services and innovative technological know-how encounters. We look ahead to a lengthy-lasting partnership with Corey and the advancement of his business.”

Advisors, locate an LPL business improvement representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the theory that the agency ought to work for the advisor, and not the other way about. Now, LPL is a leader** in the markets we serve, supporting much more than 19,000 economical advisors, 800 institution-dependent financial commitment systems and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that People in america are entitled to accessibility to personalized steerage from a economical advisor. At LPL, independence signifies that advisors have the independence they are entitled to to choose the business design, expert services, and technological know-how assets that permit them to run their fantastic follow. And they have the independence to take care of their customer interactions, simply because they know their clientele most effective. Merely place, we get care of our advisors, so they can get care of their clientele.

**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Vendor in the U.S (Primarily based on overall revenues, Economic Scheduling journal June 1996-2020) No. 1 supplier of 3rd-social gathering brokerage expert services to banks and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

* Worth approximated dependent on asset and holding particulars offered to LPL from the 12 months 2021

Securities and advisory expert services presented by means of LPL Economic LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/ SIPC

During this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Economic LLC. We routinely disclose information and facts that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

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