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LPL Financial Welcomes First Citizens Investment Center

CHARLOTTE, N.C., Nov. eighteen, 2021 (Globe NEWSWIRE) — LPL Financial LLC today announced that Very first Citizens Expenditure Middle positioned at Very first Citizens Bank has joined LPL’s Establishment Expert services platform. The program’s money professionals claimed possessing served somewhere around $235 million in brokerage, advisory and retirement program assets*. They were earlier affiliated with Cetera Expenditure Expert services.

Headquartered in Mason City, Iowa, Very first Citizens Bank is a loved ones-owned, community bank with seven branches in Iowa and 1 in Minnesota, serving additional than $1 billion in assets. The expense middle is intended to supply substantial top quality wealth administration and brokerage products and services for bank clients and other users of the community. The expense crew comprises of System Manager Nicole Rognes Olson, JD, CFP®, Expenditure Govt Holly Miller, who has been with the middle for twenty several years, and fellow money advisors Michael Castle, CFP® and Arcon Concepcion. They are joined by business assist users Carol A. Juhl and Bryan J. Lathrop.

Very first Citizens Expenditure Middle turned to LPL to get obtain to a broader selection of digital methods, supply clients with differentiated ordeals and get ready for future growth. “By aligning with LPL, we now have obtain to ground breaking technological innovation and a broad selection of assets to enhance how we provide the diverse populace of folks who appear through our doors,” Miller stated. “We consider our expense middle system is actually using off, and this transfer is the catalyst for that growth engine. With LPL’s measurement and scale, along with its advisor-centric lifestyle, we are capable to framework our company product in a way that definitely supports our vision to provide generations of clients for several years to appear.”

Ken Hullings, LPL senior vice president and head of enterprise recruiting, stated, “We lengthen a warm welcome to the full crew at Very first Citizens Expenditure Middle, and are honored they chose LPL Establishment Expert services as a strategic partner to assist their future growth. As the demand for assistance carries on to increase, it is essential for advisors to have obtain to a major wealth administration platform, ground breaking technological innovation, strategic consultative assist and devoted services experience that can enable them differentiate their company and provide additional price to their clients and institutions. At LPL, we are deeply dedicated to investing in our advisors’ futures and furnishing them with strong company methods intended to enable them thrive.”

Advisors, find an LPL company enhancement representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm ought to get the job done for the advisor, and not the other way around. Right now, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 money advisors, 800 institution-based mostly expense programs and 450 independent RIA companies nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that People should have obtain to individualized assistance from a money advisor. At LPL, independence suggests that advisors have the freedom they should have to decide on the company product, products and services, and technological innovation assets that make it possible for them to operate their great follow. And they have the freedom to manage their customer associations, simply because they know their clients very best. Simply put, we take care of our advisors, so they can take care of their clients.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S (Based on full revenues, Financial Scheduling journal 1996-2021) No. 1 provider of third-party brokerage products and services to banks and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

*Based on prior company and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Documented assets and customer figures have not been independently and fully confirmed by LPL Financial.

Securities and advisory products and services are provided through LPL Financial (LPL), a registered expense advisor and broker-vendor (member FINRA/SIPC). Insurance plan items are provided through LPL or its licensed affiliate marketers. Very first Citizens Bank and Very first Citizens Expenditure Middle are not registered as a broker-vendor or expense advisor. Registered representatives of LPL give items and products and services employing Very first Citizens Expenditure Middle, and may well also be employees of Very first Citizens Bank. These items and products and services are currently being provided through LPL or its affiliate marketers, which are separate entities from, and not affiliate marketers of Very first Citizens. Securities and insurance coverage provided through LPL or its affiliate marketers are:

  • Not Insured by FDIC or Any Other Authorities Agency
  • Not Bank Certain
  • Not Bank Deposits or Obligations
  • May Shed Value

During this conversation, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expense advisor representatives affiliated with LPL Financial LLC. We routinely disclose data that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]