LPL Financial, JFC Advisor Network Welcome Lamont Financial Group
CHARLOTTE, N.C., Dec. fifteen, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) introduced now that Lamont Fiscal Team has joined LPL Financial’s broker-seller, corporate registered financial commitment advisor (RIA) and custodial platforms, aligning with big organization JFC Advisor Network. The Lamont group claimed obtaining served around $two hundred million in advisory, brokerage and retirement plan property*. They join LPL from Securities The united states, element of the Advisor Team network of broker-sellers.
Positioned in Obvious Lake Financial institution & Belief in Mason Town and Obvious Lake, Iowa, Lamont Fiscal Team was established in 2013 and is comprised of monetary advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The firm provides detailed and remarkably personalized monetary tactics to assist shoppers expand, defend and in the long run, transfer their legacy. “We feel monetary options really should reflect each stage of everyday living its proprietor is in: no matter if it be acquiring a initially house, funding a child’s higher education education and learning or organizing for retirement,” reported Lamont, who principally performs with superior-net-value people today who are performing in direction of retirement or already retired.
Wanting for larger business efficiencies and stability, the group turned to LPL and JFC. Lamont said, “I’m only as successful as my staff members, so it was essential to uncover a associate who can assist us help save time and attain much more efficiencies from integrated technological innovation. LPL checked that box with ClientWorks and other modern abilities, all connected by a one indication-on features. On best of that, LPL is a Fortune 500 enterprise with size and scale, which offers us stability and peace of intellect recognizing that we are with a sturdy associate. We also value the included assistance, means and financial commitment types presented by JFC. It’s really a good in good shape all close to.”
Jack Connealy, founder of JFC Advisor Network, said, “We are thrilled to welcome Lamont Fiscal Team to our rising family members of advisors. At JFC Advisor Network, we are dedicated to furthering the results of our advisors and elevating their tactics.We are honored to be entrusted with this mission by Lamont Fiscal Team, and search ahead to our partnership with Kris, Thomas, Amy and the complete group.”
Scott Posner, LPL executive vice president, Organization Progress, said, “We welcome Kris, Thomas and Amy to the LPL group. We are very pleased to be their associate by delivering modern means, options and technological innovation that can assist them be successful at every single stage of their business’ lifecycle. We will go on to leverage our scale to provide value to advisors, delivering them time-saving, integrated abilities so they can aim on serving to their shoppers go after their lifelong monetary ambitions and aspirations. We congratulate JFC for its ongoing expansion, and search ahead to a very long-long lasting partnership with each JFC and Lamont Fiscal Team.”
Advisors, uncover an LPL small business growth representative near you.
About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was established on the basic principle that the firm really should get the job done for the advisor, and not the other way close to. Currently, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 monetary advisors, 800 establishment-primarily based financial commitment programs and 450 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the perception that People have earned obtain to personalized guidance from a monetary advisor. At LPL, independence implies that advisors have the liberty they have earned to opt for the small business product, providers, and technological innovation means that enable them to operate their excellent observe. And they have the liberty to take care of their customer relationships, since they know their shoppers ideal. Simply put, we choose treatment of our advisors, so they can choose treatment of their shoppers.
*Based on prior small business and signifies property that would have been custodied at LPL Fiscal, fairly than third-occasion custodians. Noted property and customer figures have not been independently and absolutely verified by LPL Fiscal.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Independent Broker-Vendor in the U.S (Based on overall revenues, Fiscal Scheduling journal 1996-2021) No. one provider of third-occasion brokerage providers to banking companies and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021
Securities and advisory providers made available via LPL Fiscal LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC
Insurance merchandise are made available via LPL or its certified affiliate marketers. To the extent you are obtaining financial commitment suggestions from a separately registered unbiased financial commitment advisor that is not an LPL Fiscal affiliate, remember to be aware LPL Fiscal can make no illustration with regard to these entity.
If your monetary expert is situated at a financial institution or credit union, remember to be aware that the financial institution/credit union is not registered as a broker-seller or financial commitment advisor. Registered representatives of LPL may well also be workers of the financial institution/credit union. These merchandise and providers are being made available via LPL or its affiliate marketers, which are individual entities from, and not affiliate marketers of, the financial institution/credit union.
Securities and insurance plan made available via LPL or its affiliate marketers are:
- Not Insured by FDIC/NCUA or Any Other Govt Agency
- Not Financial institution/Credit Union Guaranteed
- Not Financial institution/Credit Union Deposits or Obligations
- May Eliminate Worth
All through this conversation, the terms “financial advisors” and “advisors” are utilised to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose facts that may well be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.
Lamont Fiscal Team, JFC Advisor Network, Obvious Lake Financial institution & Belief and LPL Fiscal are individual entities.
Link with Us!
https://www.linkedin.com/enterprise/lpl-monetary
https://www.fb.com/LPLFinancialLLC
https://www.youtube.com/person/lplfinancialllc
Media Contact:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]
