CHARLOTTE, N.C., Nov. 09, 2021 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) announced currently that fiscal advisor Scott E. Howell CFP® has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms, aligned with Gladstone Prosperity Associates, a big company on LPL’s hybrid RIA system. He claimed acquiring served somewhere around $400 million in advisory, brokerage and retirement approach assets*, and joins from HSBC.
For extra than 24 yrs, Howell has assisted higher-net-really worth family members, executives and smaller businesses approach, improve and guard their fiscal life by supplying personalised suggestions tailored to each and every client’s desires. “It is the biggest reward to establish lengthy-phrase associations and see clients’ objectives occur to fruition,” Howell reported.
Just after investing his total vocation in wirehouse and banking channels, Howell is excited to start a new impartial practice with the guidance of LPL and Gladstone. He is centered in Gladstone’s Chester, N.J. headquarters, with programs to soon secure a new spouse office in Summit, N.J. He’ll also go on to serve his shoppers in the New York Town location.
“I’ve expended yrs exploring and analyzing the advisory business. I feel that the impartial design is the finest circumstance circumstance for my shoppers. It is generally been my end recreation,” Howell reported. “LPL is a publicly traded Fortune five hundred corporation that provides all of the resources and means that I require to deliver for my shoppers and be the finest advisor possible. LPL has the scale, products, technological innovation, and compliance oversight that my shoppers need. It also permits me to totally make the most of my CFP® designation to uphold the fiduciary common.”
Howell reported Gladstone adds an added layer of society and infrastructure to assistance his practice prosper. “I really get pleasure from staying back in the advisor society. The move permits me to devote all of my time completely to my shoppers. I am extra targeted and streamlined than at any time before, backed by fantastic companions, exploration and means,” he reported.
Robert Hudson, founder and chairman of Gladstone Prosperity Associates, said, “We are very pleased to guidance Scott’s journey to independence through his affiliation with our Partnership design. The craze is building momentum as extra advisors go on to move to independence, and we are here to supply personalised guidance every single phase of the way. We seem ahead to supporting Scott boost benefit with shoppers and establish an even extra prosperous practice by supplying him with in depth guidance, backed by the scale and means of Gladstone and LPL.”
Scott Posner, LPL executive vice president, Company Improvement, said, “We lengthen a heat welcome to Scott and congratulate Gladstone on its continued expansion. The need for our versatile company design continues to improve as advisors know they have a alternative in how they establish their practices and serve their shoppers. We feel that advisors know their shoppers finest, and they should really be able to establish a great practice that can help them deliver what their shoppers require and benefit. We try to be a lengthy-phrase spouse to advisors, supplying them with sturdy means and progressive technological innovation created to assistance them improve and prosper. We seem ahead to supporting Scott and the Gladstone team for yrs to occur.”
Advisors, obtain an LPL company advancement representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the firm should really operate for the advisor, and not the other way about. These days, LPL is a leader** in the markets we serve, supporting extra than 19,000 fiscal advisors, 800 establishment-centered investment decision programs and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that People are entitled to obtain to goal direction from a fiscal advisor. At LPL, independence indicates that advisors have the liberty they are entitled to to pick the company design, services, and technological innovation means that allow them to operate their great practice. And they have the liberty to deal with their client associations, since they know their shoppers finest. Simply place, we choose treatment of our advisors, so they can choose treatment of their shoppers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S. (Based mostly on overall revenues, Monetary Preparing journal 1996-2021) No. 1 provider of third-bash brokerage services to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
*Based mostly on prior company and signifies assets that would have been custodied at LPL Monetary, somewhat than third-bash custodians. Claimed assets and client quantities have not been independently and totally verified by LPL Monetary.
Securities and advisory services made available through LPL Monetary LLC, an SEC– registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
During this conversation, the terms “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment decision advisor reps affiliated with LPL Monetary LLC. We routinely disclose information and facts that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Gladstone Prosperity Associates and LPL Monetary are individual entities.
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Resource: LPL Monetary Holdings, Inc.
