18/10/2021

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Polaris Advisors Joins LPL Strategic Wealth Services

CHARLOTTE, N.C., Sept. 27, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) declared right now that Polaris Advisors has joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Products and services (SWS) product. The advisors claimed possessing served around $675 million in advisory, brokerage and retirement prepare assets*. They join LPL from Mass Mutual.

Based in Camp Hill, Pa., the company is led by founding lover Corey Basehore CFP®, C(K)P, AIF, ChFC, CLU, CEPA™, lover Justin Dunwoody AIF C(K)P, and monetary advisor Sarah Leer ChFC. They are joined by two junior advisors and a nine member business-aid team. Concentrating on disciplined financial investment tactics that emphasize risk-altered returns, price, and tax performance, the firm’s aim is to help people, people, companies, and nonprofit companies as they perform towards additional secure monetary futures.

“Our mission is to constantly try to be superior for the people we serve. We are continuously innovating and being resourceful to push improve in get to give the finest feasible activities for our consumers,” Basehore explained.

In that spirit, the Polaris workforce turned to LPL Strategic Prosperity Products and services in the subsequent action of their firm’s journey. “From Day one, our consumers will detect a differentiated experience by being able to see all of their account facts in just one built-in technique. In addition, LPL’s enhanced digital system will also create a lot of business efficiencies that will free us up to expend additional time servicing consumers,” Basehore explained.

Video: Polaris Advisors Announcement

The Polaris workforce selected the SWS affiliation product for the additional layer of aid in their apply. In addition to possessing obtain to LPL’s built-in prosperity management system and ground breaking sources wanted to operate a thriving apply, SWS groups also acquire ongoing, individualized aid for day by day operations and very long-phrase company management. This incorporates dedicated consultants these as a company strategist and CFO, in addition to internet marketing, assistance and administrative aid.

“We seriously take pleasure in all that SWS brings to the workforce and we actually believe this is the finest way to elevate our assistance and enrich the consumer experience,” Dunwoody explained. “We do not have the bandwidth to recreate all of these customized expert services on our individual. Currently being a aspect of SWS enables our workforce to concentrate on the consumer experience and foreseeable future advancement.”

The go to LPL will also enable Polaris Advisors to perform jointly as a workforce as they increase their presence in the market. They prepare to tap into LPL’s M&A Remedies giving and additional company progress aid to increase the workforce each organically and by way of acquisition. “We want to be a sought after lover spot for other like-minded advisors who need to have additional sources or these who are hunting for an exit approach,” Dunwoody explained. “We’re thrilled about what the foreseeable future holds for Polaris Advisors.”

Outside of perform, the workforce is deeply committed to neighborhood involvement and offering back. Basehore serves on the board of the neighborhood Massive Brothers Massive Sisters business and also coaches youth soccer and baseball. Dunwoody is on the board of the neighborhood American Coronary heart Association and is a participant in the Serious Males Put on Pink campaign. He also supports Bethesda Mission. Leer is active with Otterbein United Methodist Church, Massive Brothers Massive Sisters and Vickie’s Angel Wander. “We believe that in get to construct very long-lasting interactions with our consumers, we also have to serve the neighborhood communities in which they dwell and perform,” Leer explained.

Scott Posner, LPL government vice president, Organization Advancement, mentioned, “We increase a heat welcome to the overall Polaris workforce and are happy to serve as their new lover as they aspire to do additional for their consumers. We are encouraged by this team’s determination to excellence and ongoing innovation. Corey, Justin and Sarah have designed quite a few enduring interactions in excess of the years and we recognize how the price of these particular connections contributes to the all round power of their company. At LPL, we are committed to supplying our advisors with a differentiated established of capabilities and assistance experience so they can operate an successful and productive enterprises. We will meet advisors the place they are in the evolution of their company to help them create their fantastic apply. We seem forward to a very long-lasting and productive partnership with Polaris Advisors.”

Advisors, obtain an LPL company progress representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the principle that the company should perform for the advisor, and not the other way around. Currently, LPL is a chief** in the marketplaces we serve, supporting additional than 19,000 monetary advisors, 800 institution-centered financial investment courses and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Americans deserve obtain to aim steerage from a monetary advisor. At LPL, independence implies that advisors have the freedom they deserve to decide on the company product, expert services, and technologies sources that enable them to operate their fantastic apply. And they have the freedom to manage their consumer interactions, mainly because they know their consumers finest. Simply place, we consider treatment of our advisors, so they can consider treatment of their consumers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Dealer in the U.S. (Based on full revenues, Money Organizing magazine 1996-2021) No. one provider of 3rd-occasion brokerage expert services to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Based on prior company and represents assets that would have been custodied at LPL Money, somewhat than 3rd-occasion custodians. Reported assets and consumer quantities have not been independently and completely confirmed by LPL Money.

Securities and advisory expert services made available by way of LPL Money LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC

In the course of this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Money LLC. We routinely disclose facts that might be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

Polaris Advisors and LPL Money are separate entities.

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Media Call:
Lauren Hoyt-Williams
(980) 321-1232
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