LPL Financial, JFC Advisor Network Welcome River Cities Financial Services

CHARLOTTE, N.C., Nov. 03, 2021 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) announced these days that River Metropolitan areas Fiscal Expert services has joined LPL Financial’s broker-supplier, corporate registered investment advisor (RIA) and custodial platforms, aligning with huge enterprise JFC Advisor Community. The advisors described having served roughly $350 million in advisory, brokerage and retirement prepare property*. They be a part of LPL from Cetera Fiscal Group.   

With registered workplaces in Marietta, Beverly and Chillicothe, Ohio, River Metropolitan areas has a loaded record in the community, starting off as an insurance coverage agency in 1948 right before expanding into prosperity administration in 1985. Supervisor and Operator Michael Anthony is joined by founders Leslie Futrell and Rick Walters, as nicely as fellow monetary advisors Stacey Brooks and Keith Thieman. They are assisted by a extensive-tenured 4-member place of work assist staff.

“We are a community-oriented group and happy to serve the lots of compact organization house owners, retirees and farmers in our cities. We view our consumers as an extension of our personal families, and we want what’s best for them,” Anthony mentioned. “We choose a group solution to delivering alternatives for each stage of lifestyle, with services spanning from extensive monetary planning to worker retirement prepare techniques.”

What aids established River Metropolitan areas aside is that its five advisors each and every stand for a unique ten years, ranging in age from mid-30s to early 70s. “We all provide unique experiences and differing views to the group to help make certain our clients’ monetary requires will be taken care of now and for generations to occur,” Anthony mentioned.

Wanting for a new lover, the group turned to LPL for the subsequent chapter of their organization. “This shift offers us the adaptability to keep on to develop the exercise on our personal phrases, putting our clients’ passions at the center of almost everything we do. With LPL, we have the security of a publicly-traded firm along with innovative, built-in technological innovation which is in a uncomplicated format, permitting us to commit much more time with consumers. There is almost nothing much more gratifying than being able to sit down face-to-face with consumers and help them operate towards their monetary dreams.”

Jack Connealy, founder of JFC Advisor Community, mentioned, “We are honored to welcome River Metropolitan areas Fiscal Expert services to JFC Advisor Community. They have built an remarkable exercise, and their dedication to elevating their organization is evidenced in their decision to shift to LPL and affiliate with JFC. In carrying out so, they position them selves to even more their growth and success. They profit not only from the technological innovation, instruments and platforms of the premier independent broker supplier in the country, but at the exact same time achieve a limited-knit community of advisors and have the assist and advocacy of our in depth group of marketplace specialists at JFC. We look forward to supporting Mike, Stacey, Keith, Les, Rickie, and the entire River Metropolitan areas group.”

Scott Posner, LPL govt vice president, Business enterprise Improvement, mentioned, “We welcome Mike, Les, Rick, Stacey and Keith to the LPL community and are happy that our independent platform served as a differentiator for the River Metropolitan areas group. As a lover with scale, our motivation to assistance and ongoing investments in our advisors’ companies is unwavering. We will keep on to provide innovative capabilities and strong organization alternatives developed to help advisors develop their perfect exercise and provide additional worth to their consumers. We congratulate JFC on its continued growth and look forward to a extensive-lasting romance with each JFC and River Metropolitan areas Fiscal Expert services.”

Advisors, discover an LPL organization enhancement representative near you.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was founded on the basic principle that the firm really should operate for the advisor, and not the other way all around. Right now, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 monetary advisors, 800 institution-dependent investment systems and 450 independent RIA companies nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Us residents deserve entry to aim direction from a monetary advisor. At LPL, independence signifies that advisors have the freedom they deserve to opt for the organization design, services, and technological innovation means that allow for them to run their perfect exercise. And they have the freedom to handle their customer associations, because they know their consumers best. Simply set, we choose care of our advisors, so they can choose care of their consumers.

** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S (Based on full revenues, Fiscal Setting up magazine 1996-2021) No. 1 service provider of third-social gathering brokerage services to banks and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Based on prior organization and represents property that would have been custodied at LPL Fiscal, fairly than third-social gathering custodians. Noted property and customer numbers have not been independently and completely confirmed by LPL Fiscal.

Securities and advisory services provided by way of LPL Fiscal LLC, an SEC– registered broker-supplier and investment advisor. Member FINRA/ SIPC

All through this communication, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or investment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose facts that might be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our internet site.

River Metropolitan areas Fiscal Expert services, JFC Advisor Community and LPL Fiscal are independent entities.

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Media Call:Lauren Hoyt-Williams(980) 321-1232
[email protected]

 


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Source: LPL Fiscal Holdings, Inc.

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