LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced currently that father and son fiscal advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-vendor, hybrid registered investment decision advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an present LPL agency. The father-son workforce joins from Raymond James and described to LPL it served about $200 million in advisory, brokerage and retirement prepare property*.
Collectively, the pair provides additional than 60 yrs of knowledge supporting a selection of purchasers by way of custom-made expenditure and wealth administration tactics that handle their special demands. With a track record in information engineering, Jeremy grew up seeing his father make a distinction in the lives of small business house owners, company executives, healthcare gurus, family members and retirees by assisting them operate toward their dreams by means of individualized financial arranging. He afterwards went on to perform together with Steve before ultimately getting on a direct role in their follow in 2014.
“As a loved ones workforce that has worked collectively for about a ten years, my father and I are in lock stage about what it suggests to be a monetary husband or wife,” Jeremy mentioned. “We’ve known a lot of of our shoppers for many years and locate wonderful fulfilment in supporting them function towards their objectives and monetary milestones.”
In thinking about how to deliver their customers with the most effective probable methods to provide their fiscal goals, Jeremy and his father established they desired a additional versatile company model, turning Silverleaf and LPL for the next chapter of their journey.
“Ever because I was a baby, it is been my aspiration to very own my life’s perform – and this shift to Silverleaf, accompanied by the backing of LPL, will permit me to do specifically that,” Jeremy mentioned. “LPL offers the adaptability to run my small business the way I want to and provide our clients’ extensive money requirements. Customers want a holistic method to their finances, and with the ability to tap into professionals these kinds of as CPAs and lawyers, I can give my purchasers differentiated services experiences and the awareness they ought to have.”
Justin Gibson, president of Silverleaf Prosperity Administration, said, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their apply. At Silverleaf, we think our teamwork method adds a broader standpoint to all we do and delivers improved advantages to our advisors and customers. Together with LPL, we will operate difficult to guidance the Friedman crew as they broaden their business enterprise and carry on to give their clientele foundation with outstanding treatment and interest.”
Scott Posner, LPL govt vice president, Business enterprise Advancement, explained, “We extend a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on introducing two high-quality money advisors to their community. We’re confident that LPL’s impressive engineering and differentiated provider ordeals will supply a sound foundation for Jeremy and Steve’s ongoing expansion. We glance forward to a lengthy-lasting and successful partnership with them and the Silverleaf crew.”
Advisors, find an LPL business enterprise enhancement representative near you.
About LPL Money
LPL Economical (Nasdaq: LPLA) was launched on the theory that the business really should work for the advisor, and not the other way close to. Now, LPL is a leader** in the markets we provide, supporting additional than 19,000 economic advisors, 800 institution-primarily based financial investment plans and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that People are worthy of accessibility to individualized direction from a financial advisor. At LPL, independence implies that advisors have the independence they should have to pick the business enterprise design, companies, and technological know-how assets that make it possible for them to run their great follow. And they have the liberty to handle their consumer interactions, simply because they know their clients finest. Merely place, we consider treatment of our advisors, so they can acquire care of their clientele.
* Benefit approximated dependent on asset and keeping facts supplied to LPL from the yr 2021
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S. (Primarily based on whole revenues, Financial Setting up magazine 1996-2021) No. 1 company of third-party brokerage products and services to banking companies and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – dependent on noted Property Underneath Management by Silverleaf Advisor Team – a registered investment decision advisor.
Securities and advisory companies presented through LPL Fiscal LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC Advisory Products and services also offered by Silverleaf Advisor Group, a registered investment adviser.
In the course of this communication, the terms “financial advisors” and “advisors” are employed to refer to registered reps and/or expense advisor associates affiliated with LPL Money LLC. We routinely disclose facts that may be critical to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Silverleaf Prosperity Management, Silverleaf Advisor Team and LPL Monetary are separate entities.
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