LPL Financial, The Network Welcome Clearview Wealth Partners
CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Financial LLC declared currently that the newly rebranded Clearview Prosperity Associates has joined LPL Financial’s broker-supplier, company registered expense advisor (RIA) and custodial platforms. They are aligned with The Financial Expert services Network, an current LPL large enterprise. The Clearview group documented owning served somewhere around $500 million in advisory, brokerage and retirement program property*. They be part of from Lincoln Financial Advisors.
Clearview Prosperity Associates is a whole-company wealth management firm that primarily serves business enterprise house owners, company executives and qualified athletes. The group is led by managing associates and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow money advisors Ashley Sawyer and Mike Lemas and a 4 member business support workers. They function out of a few offices centered in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary responsibility and dedication to supplying differentiated shopper company led them to find new associates in LPL and The Network. “We are fired up to go to a totally unbiased platform with LPL’s robust electronic technology, merged with The Network’s local support and additional sources. We imagine our purchasers will benefit from an enhanced practical experience suitable out of the gate with a single portal to entry account information, together with whole transparency,” Roland mentioned.
Westermeyer added, “We are fired up to start our new title and brand, with the Clearview title denoting transparency. This go makes certain our purchasers will have revolutionary applications and sources available to them. We seem ahead to expanding our apply and supporting purchasers make great choices all over their money well being, expense management, estate scheduling, overall hazard management, business enterprise continuity scheduling, employee benefits and company retirement options.”
Christopher Mercado, managing husband or wife and main expense strategist with The Financial Expert services Network, mentioned, “As the requirements of far more complex wealth management companies increase, The Network’s business enterprise product proceeds to entice leading offices across the state. We are delighted to welcome Jim, Invoice and the prolonged group at Clearview Prosperity Associates, as we seem ahead to doing the job with each other to elevate their shopper practical experience by our collective partnership with LPL Financial.”
Scott Posner, LPL government vice president, Business Improvement, mentioned, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Network for expanding its local community of quality advisors. We are honored that the Clearview group regarded LPL’s stability to provide as a prolonged-term husband or wife for their firm and purchasers. We continue to be fully commited to investing in our advisors’ firms to deliver differentiated capabilities, built-in technology and revolutionary alternatives made to assist them thrive. We seem ahead to a prolonged-lasting partnership with Clearview Prosperity Associates.”
Advisors, find an LPL business enterprise enhancement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the theory that the firm really should operate for the advisor, and not the other way all over. Currently, LPL is a leader** in the markets we provide, supporting far more than 19,000 money advisors, 800 establishment-centered expense programs and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People have earned entry to personalized advice from a money advisor. At LPL, independence suggests that advisors have the freedom they have earned to decide on the business enterprise product, solutions, and technology sources that make it possible for them to run their fantastic apply. And they have the freedom to take care of their shopper associations, for the reason that they know their purchasers finest. Only put, we consider treatment of our advisors, so they can consider treatment of their purchasers.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Independent Broker-Dealer in the U.S (Primarily based on full revenues, Financial Scheduling journal 1996-2021) No. one provider of 3rd-celebration brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Primarily based on prior business enterprise and represents property that would have been custodied at LPL Financial, rather than 3rd-celebration custodians. Claimed property and shopper quantities have not been independently and totally verified by LPL Financial.
Securities and advisory solutions offered by LPL Financial LLC, an SEC- registered broker-supplier and expense advisor. Member FINRA/ SIPC
In the course of this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or expense advisor associates affiliated with LPL Financial LLC. We routinely disclose information that might be essential to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Clearview Prosperity Associates, The Financial Expert services Network and LPL Financial are separate entities.
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