LPL Financial, JFC Advisor Network Welcome Lamont Financial Group
CHARLOTTE, N.C., Dec. fifteen, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) declared these days that Lamont Money Team has joined LPL Financial’s broker-seller, corporate registered investment advisor (RIA) and custodial platforms, aligning with significant organization JFC Advisor Community. The Lamont workforce reported getting served roughly $200 million in advisory, brokerage and retirement strategy assets*. They join LPL from Securities The usa, element of the Advisor Team network of broker-sellers.
Positioned in Obvious Lake Financial institution & Have confidence in in Mason Metropolis and Obvious Lake, Iowa, Lamont Money Team was launched in 2013 and is comprised of financial advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The business provides thorough and highly personalized financial methods to enable purchasers increase, safeguard and ultimately, transfer their legacy. “We imagine financial ideas should really reflect every phase of life its owner is in: whether it be obtaining a initially dwelling, financing a child’s higher education education or planning for retirement,” stated Lamont, who largely works with higher-net-really worth people who are doing the job in direction of retirement or by now retired.
Hunting for larger place of work efficiencies and stability, the workforce turned to LPL and JFC. Lamont said, “I’m only as productive as my staff, so it was important to uncover a spouse who can enable us preserve time and gain additional efficiencies from integrated technological know-how. LPL checked that box with ClientWorks and other revolutionary abilities, all connected by a single indicator-on features. On best of that, LPL is a Fortune five hundred company with size and scale, which gives us stability and peace of head realizing that we are with a robust spouse. We also take pleasure in the added services, assets and investment models supplied by JFC. It’s genuinely a superior fit all all around.”
Jack Connealy, founder of JFC Advisor Community, said, “We are thrilled to welcome Lamont Money Team to our increasing family of advisors. At JFC Advisor Community, we are dedicated to furthering the achievements of our advisors and elevating their practices.We are honored to be entrusted with this mission by Lamont Money Team, and search ahead to our partnership with Kris, Thomas, Amy and the complete workforce.”
Scott Posner, LPL government vice president, Small business Enhancement, said, “We welcome Kris, Thomas and Amy to the LPL community. We are happy to be their spouse by delivering revolutionary assets, remedies and technological know-how that can enable them be productive at just about every phase of their business’ lifecycle. We will keep on to leverage our scale to deliver benefit to advisors, delivering them time-conserving, integrated abilities so they can concentrate on supporting their purchasers pursue their lifelong financial objectives and aspirations. We congratulate JFC for its ongoing growth, and search ahead to a extended-lasting partnership with the two JFC and Lamont Money Team.”
Advisors, uncover an LPL business enterprise development representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the business should really get the job done for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we serve, supporting additional than 19,000 financial advisors, 800 establishment-based mostly investment courses and 450 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Americans should have obtain to personalized steerage from a financial advisor. At LPL, independence means that advisors have the liberty they should have to decide on the business enterprise product, solutions, and technological know-how assets that enable them to operate their best exercise. And they have the liberty to regulate their consumer associations, because they know their purchasers finest. Simply just set, we take treatment of our advisors, so they can take treatment of their purchasers.
*Based on prior business enterprise and signifies assets that would have been custodied at LPL Money, somewhat than 3rd-celebration custodians. Claimed assets and consumer numbers have not been independently and fully confirmed by LPL Money.
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Dealer in the U.S (Based on complete revenues, Money Scheduling journal 1996-2021) No. one service provider of 3rd-celebration brokerage solutions to banks and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
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Throughout this interaction, the terms “financial advisors” and “advisors” are employed to refer to registered reps and/or investment advisor reps affiliated with LPL Money LLC. We routinely disclose data that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Lamont Money Team, JFC Advisor Community, Obvious Lake Financial institution & Have confidence in and LPL Money are different entities.
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