CHARLOTTE, N.C., Nov. 02, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) announced today that Integrity Prosperity Group has joined LPL Financial’s broker-supplier, company registered investment advisor (RIA) and custodial platforms. The advisors described possessing served approximately $175 million in advisory and brokerage assets*. They be a part of LPL from Ameriprise Monetary Expert services.
Primarily based in Tampa, Fla., Integrity Prosperity Group was established when monetary advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their procedures. They considered their expertise complemented each other and that a workforce approach would greatest advantage customers. Collectively, they present complete monetary preparing and socially-liable investment tips for their consumer foundation of retirees and effective youthful business owners.
Seeking for additional versatility, added alternatives and the independence to run their organization on their have phrases, the advisors selected to partner with LPL. “We think the shift to LPL will improve the degree of service and tips alternatives that our customers should have,” Helms claimed. “LPL’s integrated technology, merged with strong preparing software package, will produce additional efficiencies in our apply and enable us differentiate the consumer expertise. We also enjoy LPL’s strong society, values and determination to using care of its advisors.”
For Helms, who was formerly affiliated with LPL, the shift to LPL was a homecoming. He claimed he appreciates the firm’s cultural and service transformation, and he is thrilled to reunite with the industry chief.
For Silva, the shift authorized her to rebrand her organization less than the Integrity identify. She mentioned, “Our philosophy is to provide our customers with integrity, enable to align their investments with their values, and to be equipped to give again to their communities in a significant way. We enjoy all of the alternatives that LPL delivers in the ESG and SRI area.”
Scott Posner, LPL government vice president, Enterprise Enhancement, mentioned, “We increase a heat welcome to Lauren, Nate and their workforce. Taking care of LPL advisors is our full target and mission. We are fully commited to assisting advisors create thriving procedures, exactly where they can function on their have phrases and present their customers with differentiated experiences. LPL is uniquely positioned in the independent market to make ongoing investments in revolutionary abilities and strong organization means built to enable advisors meet the evolving needs of the industry and their customers. We appear ahead to supporting the Integrity Prosperity Group for years to occur.”
Advisors, obtain an LPL organization advancement representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was established on the theory that the firm need to do the job for the advisor, and not the other way about. Currently, LPL is a chief** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 establishment-primarily based investment systems and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the belief that People should have accessibility to objective assistance from a monetary advisor. At LPL, independence indicates that advisors have the independence they should have to pick out the organization design, services, and technology means that let them to run their ideal apply. And they have the independence to control their consumer associations, due to the fact they know their customers greatest. Merely put, we just take care of our advisors, so they can just take care of their customers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Vendor in the U.S (Primarily based on complete revenues, Monetary Scheduling magazine 1996-2021) No. one supplier of 3rd-social gathering brokerage services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Primarily based on prior organization and signifies assets that would have been custodied at LPL Monetary, instead than 3rd-social gathering custodians. Reported assets and consumer figures have not been independently and completely verified by LPL Monetary.
Securities and advisory services available by LPL Monetary LLC, an SEC-registered broker-supplier and investment advisor. Member FINRA/ SIPC.
All through this conversation, the phrases “financial advisors” and “advisors” are utilised to refer to registered representatives and/or investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
Integrity Prosperity Group and LPL Monetary are individual entities.
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