LPL Financial, The Network Welcome Clearview Wealth Partners
CHARLOTTE, N.C., Nov. 23, 2021 (Globe NEWSWIRE) — LPL Economic LLC introduced these days that the freshly rebranded Clearview Wealth Companions has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms. They are aligned with The Economic Products and services Community, an existing LPL massive organization. The Clearview workforce documented getting served approximately $five hundred million in advisory, brokerage and retirement strategy belongings*. They join from Lincoln Economic Advisors.
Clearview Wealth Companions is a whole-services prosperity administration organization that primarily serves business house owners, corporate executives and skilled athletes. The workforce is led by running associates and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow fiscal advisors Ashley Sawyer and Mike Lemas and a 4 member office environment support workers. They work out of three offices primarily based in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary responsibility and determination to delivering differentiated consumer services led them to locate new associates in LPL and The Community. “We are excited to go to a completely independent platform with LPL’s sturdy digital technology, merged with The Network’s area support and further means. We think our clients will advantage from an enhanced practical experience proper out of the gate with a single portal to access account details, together with whole transparency,” Roland claimed.
Westermeyer additional, “We are excited to launch our new title and model, with the Clearview title denoting transparency. This go makes sure our clients will have modern instruments and means available to them. We glance ahead to increasing our follow and assisting clients make great conclusions all-around their fiscal overall health, financial commitment administration, estate setting up, in general danger administration, business continuity setting up, personnel rewards and corporate retirement strategies.”
Christopher Mercado, running partner and chief financial commitment strategist with The Economic Products and services Community, said, “As the demands of more sophisticated prosperity administration companies boost, The Network’s business product continues to draw in premier offices throughout the state. We are delighted to welcome Jim, Invoice and the extended workforce at Clearview Wealth Companions, as we glance ahead to functioning with each other to elevate their consumer practical experience through our collective partnership with LPL Economic.”
Scott Posner, LPL government vice president, Company Progress, said, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Community for increasing its group of excellent advisors. We are honored that the Clearview workforce recognized LPL’s balance to serve as a extensive-expression partner for their organization and clients. We continue to be committed to investing in our advisors’ enterprises to deliver differentiated capabilities, integrated technology and modern remedies created to enable them thrive. We glance ahead to a extensive-lasting relationship with Clearview Wealth Companions.”
Advisors, locate an LPL business advancement representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the basic principle that the organization need to function for the advisor, and not the other way all-around. Currently, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 fiscal advisors, 800 establishment-primarily based financial commitment plans and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Us residents deserve access to personalized guidance from a fiscal advisor. At LPL, independence implies that advisors have the freedom they deserve to opt for the business product, solutions, and technology means that permit them to operate their excellent follow. And they have the freedom to manage their consumer interactions, due to the fact they know their clients best. Only set, we choose treatment of our advisors, so they can choose treatment of their clients.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Independent Broker-Seller in the U.S (Based mostly on whole revenues, Economic Arranging magazine 1996-2021) No. one service provider of third-party brokerage solutions to banking institutions and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Based mostly on prior business and represents belongings that would have been custodied at LPL Economic, relatively than third-party custodians. Noted belongings and consumer quantities have not been independently and completely confirmed by LPL Economic.
Securities and advisory solutions presented through LPL Economic LLC, an SEC- registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC
Through this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Economic LLC. We routinely disclose details that could be essential to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Clearview Wealth Companions, The Economic Products and services Community and LPL Economic are different entities.
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