LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management
CHARLOTTE, N.C., Sept. 29, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) declared these days that the team at First Legacy Prosperity Management has joined LPL Financial’s broker-vendor, company registered investment advisor (RIA) and custodial platforms, aligned with big company JFC Advisor Community. The team documented serving around $400 million in advisory, brokerage and retirement property*. They be a part of LPL from Avantax Financial investment Solutions, element of Blucora.
With offices in San Angelo and Significant Spring, Texas, First Legacy Prosperity Management, with around seventy five a long time of put together experience, is a tax-centered exercise that strives to present shoppers with individually tailored economic suggestions concentrated on tax implications and extensive-phrase ambitions. Positioning them selves with CPAs, the team specializes in retirement property, wealth progress and legacy preparing. “Our priority is giving a individualized experience for our shoppers and becoming a team they can constantly get in touch with on,” said economic advisor Dennis Reed, CPA. “We take pleasure in serving to our shoppers include charitable offering in their economic ideas, and we also get the job done with community charities to assistance them carry on to serve our community.”
Reed is joined at First Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by three full-time assistants, such as Reed’s son, Walter Reed, who is performing towards an advisor purpose with ideas to ultimately develop the exercise to Houston. With each other, they are a near-knit team with vast industry experience.
Why LPL is their selected home
As the exercise proceeds to increase, the First Legacy team decided to find a new wealth management associate to present them with differentiated customer encounters and much more overall flexibility in how they function their company. “When we recognized LPL’s customer-oriented company model aligned with ours, the choice to move was an simple one,” Reed said. “We will be backed by the firm’s trustworthy and unwavering help that emboldens us to dictate our company model, additional develop our exercise and bolster our customer relationships. We are excited about the wide range of options and the consumer-pleasant interface that LPL’s platforms have to give. Our shoppers can count on a much more individualized and seamless on line experience, put together with our diligent help companies.”
Jack Connealy, founder of JFC Advisor Community, stated, “JFC Advisor Community is thrilled to welcome First Legacy to our increasing network of economic gurus. At JFC, we are focused to furthering the success of our advisors and elevating their tactics, and we are honored to be entrusted with this mission by First Legacy. We seem ahead to supporting Dennis, Lance, Steve and the whole First Legacy team.”
Scott Posner, LPL govt vice president, Enterprise Progress, stated, “We welcome to Dennis, Steve and Lance to the LPL community and congratulate JFC for increasing its network of good quality advisors. At LPL, we intention to redefine independence in our industry and concentration on one central purpose to serve our advisors. Our capabilities and means are thoughtfully built to let advisors function their exercise proficiently whilst spending much more time with their shoppers. We are consistently innovating our know-how and affiliation styles, so our advisors can create their ideal exercise and increase higher than the levels of competition. We seem ahead to supporting First Legacy Prosperity Management in a extensive-long lasting partnership and serving to their company thrive.”
Read about other companies that just lately joined LPL in the LPL Monetary News and Media portion of LPL.com.
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About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the principle that the organization really should get the job done for the advisor, and not the other way close to. Right now, LPL is a leader** in the markets we serve, supporting much more than 19,000 economic advisors, 800 institution-centered investment systems and 450 impartial RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the belief that Us residents should have entry to aim steerage from a economic advisor. At LPL, independence suggests that advisors have the flexibility they should have to opt for the company model, companies, and know-how means that let them to run their ideal exercise. And they have the flexibility to manage their customer relationships, simply because they know their shoppers finest. Only place, we choose care of our advisors, so they can choose care of their shoppers.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Supplier in the U.S. (Dependent on full revenues, Monetary Arranging magazine June 1996-2020) No. one service provider of third-celebration brokerage companies to banking companies and credit unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Dependent on prior company and represents property that would have been custodied at LPL Monetary, somewhat than third-celebration custodians. Reported property and customer figures have not been independently and absolutely verified by LPL Monetary.
Securities and advisory companies presented by way of LPL Monetary LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/ SIPC
During this interaction, the conditions “financial advisors” and “advisors” are employed to refer to registered representatives and/or investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information that may well be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
First Legacy Prosperity Management LLC, JFC Advisor Community and LPL Monetary are independent entities.
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