CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Economic LLC introduced these days that financial advisor Dude Rodgers has joined LPL Financial’s broker-supplier, company registered investment decision advisor (RIA) and custodial platforms. He noted getting served somewhere around $one hundred seventy five million in advisory and brokerage assets*. He joins LPL from Wells Fargo Economic Advisors Network.
Soon after commencing his vocation as a family members law firm, Rodgers regarded the require for additional ethical financial advisors to help people as a result of occasions of transition, which includes divorce, accidents or death. He shifted to his new vocation as an advisor in 2008, launching a observe centered on providing superior techniques and financial organizing to information consumers as a result of transition. Centered in Mansfield, Texas, Dude Rodgers Personal Prosperity Procedures also has a a few member assist team, which includes his wife, Gina, who serves as the firm’s place of work supervisor, as properly as his assistant Aida Chianappi, who invested 20 a long time as a paralegal for prosperous family members lawyers in Texas and now provides a higher-stage of provider to the firm’s consumers.
“The previous pair of a long time have been seeking on everybody, irrespective of whether they’re organizing to retire, dropped a occupation or experienced the death of a loved a single,” Rodgers reported. “In the wake of an ongoing pandemic, it’s additional critical now than at any time before to have a educated and ethical financial advisor to help get ready for the sudden everyday living occasions.”
Looking to elevate his observe, present improved provider in occasions of disaster and function in his clients’ very best interest, Rodgers chose to move his enterprise to LPL. He stated, “LPL provides a vast breadth and depth of organizing and investment decision options, and most importantly, will allow me to build differentiated provider ordeals for my consumers. Our slogan is ‘clarity, self-confidence and concierge treatment,’ and I imagine LPL provides me the very best alternative to present all those solutions to my consumers.”
Scott Posner, LPL executive vice president, Company Progress, stated, “We welcome Dude and his team into the LPL group and are dedicated to remaining their extensive-phrase husband or wife for a long time to occur. We will carry on leveraging our scale to make ongoing investments in ground breaking technology, very best-in-course provider ordeals and other prosperity administration resources that supply value and help handle the evolving wants of Dude Rodgers Personal Prosperity Procedures and all of our other consumers.”
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About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the theory that the agency ought to work for the advisor, and not the other way all around. Now, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 financial advisors, 800 establishment-dependent investment decision systems and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the belief that Americans are entitled to accessibility to objective guidance from a financial advisor. At LPL, independence suggests that advisors have the liberty they are entitled to to decide on the enterprise model, solutions, and technology resources that enable them to operate their fantastic observe. And they have the liberty to control their customer associations, because they know their consumers very best. Just put, we get treatment of our advisors, so they can get treatment of their consumers.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Centered on total revenues, Economic Preparing magazine 1996-2021) No. one provider of 3rd-get together brokerage solutions to financial institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Centered on prior enterprise and represents assets that would have been custodied at LPL Economic, relatively than 3rd-get together custodians. Noted assets and customer quantities have not been independently and fully verified by LPL Economic.
Securities and advisory solutions offered as a result of LPL Economic LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/ SIPC
Through this interaction, the phrases “financial advisors” and “advisors” are utilised to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Economic LLC. We routinely disclose data that may well be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.
Dude Rodgers Personal Prosperity Procedures and LPL Economic are separate entities.
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Resource: LPL Economic Holdings, Inc.