LPL Financial, Gladstone Welcome Financial Advisor Francis Ciocari
CHARLOTTE, N.C., Sept. 08, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced nowadays that money advisor Francis Ciocari CFP® has joined LPL Financial’s broker-dealer, hybrid registered expense advisor (RIA) and custodial platforms. He is aligned with Gladstone Wealth Partners, a huge enterprise on LPL’s hybrid RIA platform. Ciocari claimed having served roughly $three hundred million in advisory, brokerage and retirement system belongings*, and joins from Morgan Stanley.
Immediately after spending his total vocation in a wirehouse atmosphere, Ciocari will associate with existing LPL advisors to launch a new Gladstone Wealth Partners business office in Blue Bell, Pa. He is joined by longtime assistant and shopper romance manager Christine Buck Nolan. “I’m enthusiastic to associate with other respected advisors to supply elevated providers to our clientele and grow our local community presence,” said Ciocari, who primarily will work with corporate executives and affluent buyers.
Ciocari firmly thinks in substantial-contact, objectives-based prosperity management, and starts every romance with a money system. Although operating remotely for the duration of the the latest pandemic atmosphere, he determined that the very best way to serve his clientele was by proudly owning his organization and firmly having control over his course of action. An entrepreneur at heart, Ciocari turned to Gladstone and LPL to start off a new journey as an unbiased money advisor. “It’s refreshing to have entire autonomy in the way we establish the observe. As unbiased advisors, we can offer full transparency and operate in our clients’ very best interests,” Ciocari said.
In choosing a new associate, Ciocari mentioned, “LPL is a Fortune five hundred enterprise with a excellent reputation, committed to investing in impressive technological know-how and means. I wanted my clientele to experience comfy figuring out I was partnering with an industry chief and the very best in the unbiased place. And on top rated of that, with Gladstone we have obtain to a must have means, turnkey assist and more help with compliance, leaving me with a lot more time to commit supporting clientele and their investments. It is a gain-gain.”
Richard Frick, running associate and CEO at Gladstone Wealth Partners, mentioned, “We are enthusiastic for Fran to open our new Companion business office in Blue Bell, and we glimpse ahead to growing this Philadelphia suburb current market collectively. I have regarded Fran for a long time and to be able to assist him as he transitions to the unbiased channel is an magnificent experience. The momentum just continues for Gladstone and the unbiased place, and we believe this hybrid business office atmosphere will keep on to speed up it. We are committed to supporting our advisors every working day with customized providers made to help them triumph.”
Scott Posner, LPL government vice president, Organization Development, mentioned, “We warmly welcome Fran to the LPL local community and congratulate Gladstone on its ongoing development. At LPL, we offer a assortment of affiliation models so that advisors have decisions in how they establish a ideal observe that will make the most feeling for them and their clientele. We are very pleased to get the job done in partnership with Gladstone to supply scale and steadiness that empowers advisors to generate differentiated experiences and a flourishing observe. We glimpse ahead to supporting Fran and the total crew at the new Gladstone Wealth Partners business office in Blue Bell for a long time to appear.”
Read about other firms that just lately joined LPL in the LPL Economic News and Media area of LPL.com.
Advisors, find an LPL organization advancement representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the principle that the firm must get the job done for the advisor, and not the other way about. Today, LPL is a chief** in the markets we serve, supporting a lot more than 19,000 money advisors, 800 institution-based expense packages and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Us citizens ought to have obtain to objective guidance from a money advisor. At LPL, independence usually means that advisors have the flexibility they ought to have to choose the organization design, providers, and technological know-how means that permit them to run their ideal observe. And they have the flexibility to control their shopper relationships, mainly because they know their clientele very best. Basically set, we take treatment of our advisors, so they can take treatment of their clientele.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Based on complete revenues, Economic Scheduling magazine 1996-2021) No. 1 provider of third-social gathering brokerage providers to banks and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Based on prior organization and signifies belongings that would have been custodied at LPL Economic, rather than third-social gathering custodians. Claimed belongings and shopper numbers have not been independently and totally verified by LPL Economic.
Securities and advisory providers available by way of LPL Economic LLC, an SEC- registered broker-dealer and expense advisor. Member FINRA/ SIPC
Through this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economic LLC. We routinely disclose info that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.
Gladstone Wealth Partners and LPL Economic are different entities.
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