CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Economical LLC introduced now that monetary advisor Guy Rodgers has joined LPL Financial’s broker-seller, company registered expense advisor (RIA) and custodial platforms. He claimed obtaining served roughly $175 million in advisory and brokerage belongings*. He joins LPL from Wells Fargo Economical Advisors Community.
After starting off his career as a family members law firm, Rodgers identified the want for additional ethical monetary advisors to aid people by means of instances of changeover, together with divorce, accidents or loss of life. He shifted to his new career as an advisor in 2008, launching a exercise concentrated on delivering highly developed approaches and monetary scheduling to guidebook purchasers by means of changeover. Centered in Mansfield, Texas, Guy Rodgers Private Prosperity Techniques also has a 3 member help workforce, together with his wife, Gina, who serves as the firm’s office environment supervisor, as perfectly as his assistant Aida Chianappi, who expended twenty decades as a paralegal for productive family members lawyers in Texas and now offers a substantial-stage of service to the firm’s purchasers.
“The last pair of decades have been attempting on anyone, no matter whether they are scheduling to retire, dropped a position or experienced the loss of life of a cherished just one,” Rodgers stated. “In the wake of an ongoing pandemic, it is additional vital now than ever right before to have a well-informed and ethical monetary advisor to aid put together for the sudden lifestyle gatherings.”
Searching to elevate his exercise, supply increased service in instances of crisis and run in his clients’ ideal curiosity, Rodgers selected to transfer his business to LPL. He mentioned, “LPL offers a broad breadth and depth of scheduling and expense decisions, and most importantly, makes it possible for me to develop differentiated service activities for my purchasers. Our slogan is ‘clarity, self esteem and concierge care,’ and I believe that LPL offers me the ideal possibility to supply all those people expert services to my purchasers.”
Scott Posner, LPL government vice president, Business Advancement, mentioned, “We welcome Guy and his workforce into the LPL group and are fully commited to staying their lengthy-phrase companion for decades to appear. We will continue on leveraging our scale to make ongoing investments in innovative technology, ideal-in-course service activities and other wealth management assets that supply benefit and aid tackle the evolving demands of Guy Rodgers Private Prosperity Techniques and all of our other purchasers.”
Read through about other firms that lately joined LPL in the LPL Economical News and Media segment of LPL.com.
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About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the principle that the organization should work for the advisor, and not the other way close to. Currently, LPL is a leader** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 establishment-primarily based expense programs and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered model and the perception that People are entitled to entry to goal steering from a monetary advisor. At LPL, independence implies that advisors have the flexibility they are entitled to to pick the business model, expert services, and technology assets that permit them to run their ideal exercise. And they have the flexibility to handle their shopper relationships, since they know their purchasers ideal. Simply put, we acquire care of our advisors, so they can acquire care of their purchasers.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Dealer in the U.S (Centered on full revenues, Economical Setting up magazine 1996-2021) No. one supplier of 3rd-social gathering brokerage expert services to financial institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Centered on prior business and signifies belongings that would have been custodied at LPL Economical, relatively than 3rd-social gathering custodians. Claimed belongings and shopper quantities have not been independently and completely confirmed by LPL Economical.
Securities and advisory expert services available by means of LPL Economical LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/ SIPC
In the course of this interaction, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economical LLC. We routinely disclose information and facts that may possibly be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Guy Rodgers Private Prosperity Techniques and LPL Economical are different entities.
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Media Contact:Lauren Hoyt-Williams(980) 321-1232
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Resource: LPL Economical Holdings, Inc.
