CHARLOTTE, N.C., Dec. 13, 2021 (World NEWSWIRE) — LPL Economical LLC announced these days that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Economical, the firm’s employee advisor product. In joining, he will start his new independent exercise, Trent Wealth Management of LPL Economical. He described obtaining served roughly $200 million in advisory, brokerage and retirement system belongings*, and joins LPL from Wells Fargo Advisors.
Bob Trent began his vocation in corporate finance and marketing ahead of shifting to the financial services sector in 2002. The shift to LPL was the upcoming step towards constructing a brand and multi-generational company to serve purchasers for several years to occur. With Trent Wealth Management of LPL Financial’s start, Bob Trent will be the to start with advisor in a new Linsco workplace in Santa Rosa, Calif. He is joined by Senior Shopper Provider Affiliate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will tap into LPL’s Advisor Institute to grow the team’s contact to the upcoming technology of purchasers.
“We put in a great deal of time on owing diligence to discover the greatest wealth management business to serve our purchasers, both now and into the upcoming,” Trent stated. “LPL stood out as a clear sector chief, and provides us the independence to operate our company on our individual phrases, with more independence to control portfolios as we see suit for our purchasers. We will also advantage considerably from LPL’s expansive analysis and revolutionary know-how, which permits us to do the job more rapidly and properly. We believe the relieve of executing company at LPL will generate more time for us to support purchasers at a greater amount.”
Linsco by LPL gives extra layer of help
The Trent workforce stated they recognize the enhanced amount of help furnished by LPL’s Linsco employee product, which includes the actual estate sourcing and supplemental marketing resources to support make out their internet site and communicate more properly with purchasers. Linsco advisors have brand autonomy and the ability to make their individual conclusions on the every day functions inside their exercise. With entry to LPL’s built-in wealth management platform and revolutionary resources, they are equipped with the resources they need to generate differentiated experiences for purchasers. On top of that, Linsco advisors acquire complete turnkey help that incorporates administrative qualified services and an experienced branch management workforce to support help their objectives and approach.
Scott Posner, LPL executive vice president, Enterprise Advancement, stated, “We welcome Bob and Anthea to the Linsco relatives, and are honored they turned to LPL to support make their fantastic exercise. We also welcome Oliver to our signature Advisor Institute method, which assists up and coming advisors attain valuable on-the-task encounter even though laying the groundwork for extended-time period advancement. At LPL, we fundamentally believe that advisors should serve their purchasers the way they assume is greatest, with option and versatility in how they make their company. We will help their eyesight and company objectives by providing advisors with revolutionary abilities and company answers created to satisfy advisors where by they are in the evolution of their exercise. We appear forward to a extended-lasting and fascinating journey with Trent Wealth Management, and are thrilled to grow the Linsco existence in Santa Rosa.”
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About LPL Economical:
LPL Economical (Nasdaq: LPLA) was launched on the principle that the business should do the job for the advisor, and not the other way all-around. These days, LPL is a chief** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-primarily based expense plans and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Americans are entitled to entry to customized guidance from a financial advisor. At LPL, independence means that advisors have the independence they are entitled to to choose the company product, services, and know-how resources that allow them to operate their fantastic exercise. And they have the independence to control their customer interactions, for the reason that they know their purchasers greatest. Just place, we consider care of our advisors, so they can consider care of their purchasers.
*Dependent on prior company and represents belongings that would have been custodied at LPL Economical, alternatively than 3rd-bash custodians. Reported belongings and customer quantities have not been independently and totally confirmed by LPL Economical.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Independent Broker-Dealer in the U.S (Dependent on whole revenues, Economical Scheduling journal 1996-2021) No. one service provider of 3rd-bash brokerage services to banking institutions and credit score unions (2019-2020 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune five hundred as of June 2021.
Securities and advisory services available by means of LPL Economical LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/SIPC.
Throughout this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economical LLC. We routinely disclose details that may be important to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
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Source: LPL Economical Holdings, Inc.
