CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Fiscal LLC introduced nowadays that financial advisor Man Rodgers has joined LPL Financial’s broker-seller, company registered investment advisor (RIA) and custodial platforms. He documented having served roughly $175 million in advisory and brokerage property*. He joins LPL from Wells Fargo Fiscal Advisors Community.
Immediately after beginning his vocation as a family members law firm, Rodgers identified the need to have for extra ethical financial advisors to enable individuals through situations of changeover, like divorce, accidents or loss of life. He shifted to his new vocation as an advisor in 2008, launching a observe centered on furnishing state-of-the-art procedures and financial arranging to information purchasers through changeover. Based mostly in Mansfield, Texas, Man Rodgers Private Wealth Methods also has a 3 member guidance crew, like his wife, Gina, who serves as the firm’s place of work manager, as effectively as his assistant Aida Chianappi, who expended twenty yrs as a paralegal for thriving family members lawyers in Texas and now offers a significant-degree of provider to the firm’s purchasers.
“The final pair of yrs have been seeking on every person, no matter if they’re arranging to retire, lost a work or endured the loss of life of a beloved a single,” Rodgers claimed. “In the wake of an ongoing pandemic, it’s extra essential now than at any time before to have a knowledgeable and ethical financial advisor to enable get ready for the unforeseen lifestyle functions.”
Looking to elevate his observe, deliver increased provider in situations of crisis and work in his clients’ best curiosity, Rodgers chose to transfer his business to LPL. He stated, “LPL offers a large breadth and depth of arranging and investment decisions, and most importantly, allows me to make differentiated provider ordeals for my purchasers. Our slogan is ‘clarity, confidence and concierge care,’ and I consider LPL offers me the best selection to deliver all these solutions to my purchasers.”
Scott Posner, LPL executive vice president, Organization Growth, stated, “We welcome Man and his crew into the LPL group and are dedicated to staying their extended-expression companion for yrs to appear. We will go on leveraging our scale to make ongoing investments in innovative know-how, best-in-course provider ordeals and other wealth management resources that produce worth and enable tackle the evolving wants of Man Rodgers Private Wealth Methods and all of our other purchasers.”
Read through about other companies that lately joined LPL in the LPL Fiscal Information and Media part of LPL.com.
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About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the principle that the company should function for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we provide, supporting extra than 19,000 financial advisors, 800 establishment-based mostly investment courses and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People are entitled to accessibility to aim guidance from a financial advisor. At LPL, independence implies that advisors have the liberty they are entitled to to decide on the business model, solutions, and know-how resources that permit them to operate their fantastic observe. And they have the liberty to deal with their shopper relationships, since they know their purchasers best. Simply place, we acquire care of our advisors, so they can acquire care of their purchasers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S (Based mostly on overall revenues, Fiscal Scheduling magazine 1996-2021) No. 1 supplier of third-bash brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Based mostly on prior business and represents property that would have been custodied at LPL Fiscal, somewhat than third-bash custodians. Claimed property and shopper numbers have not been independently and completely verified by LPL Fiscal.
Securities and advisory solutions offered through LPL Fiscal LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/ SIPC
In the course of this communication, the conditions “financial advisors” and “advisors” are used to refer to registered reps and/or investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose facts that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
Man Rodgers Private Wealth Methods and LPL Fiscal are individual entities.
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