LPL Financial Welcomes Integrity Wealth Team
CHARLOTTE, N.C., Nov. 02, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced right now that Integrity Wealth Staff has joined LPL Financial’s broker-seller, company registered expense advisor (RIA) and custodial platforms. The advisors reported owning served approximately $a hundred seventy five million in advisory and brokerage property*. They sign up for LPL from Ameriprise Financial Expert services.
Based mostly in Tampa, Fla., Integrity Wealth Staff was established when financial advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their practices. They considered their abilities complemented every other and that a crew approach would ideal advantage consumers. Alongside one another, they present complete financial arranging and socially-responsible expense tips for their customer foundation of retirees and prosperous young business people.
Seeking for far more versatility, more selections and the liberty to run their business on their possess terms, the advisors chose to spouse with LPL. “We believe that the go to LPL will up grade the degree of services and tips selections that our consumers deserve,” Helms mentioned. “LPL’s built-in technologies, merged with strong arranging software package, will develop far more efficiencies in our apply and assistance us differentiate the customer working experience. We also value LPL’s robust society, values and dedication to taking care of its advisors.”
For Helms, who was beforehand affiliated with LPL, the go to LPL was a homecoming. He mentioned he appreciates the firm’s cultural and services transformation, and he is thrilled to reunite with the field leader.
For Silva, the go permitted her to rebrand her business underneath the Integrity title. She said, “Our philosophy is to serve our consumers with integrity, assistance to align their investments with their values, and to be in a position to give again to their communities in a meaningful way. We value all of the selections that LPL presents in the ESG and SRI room.”
Scott Posner, LPL government vice president, Small business Progress, said, “We lengthen a heat welcome to Lauren, Nate and their crew. Using care of LPL advisors is our full focus and mission. We are fully commited to supporting advisors make flourishing practices, in which they can run on their possess terms and present their consumers with differentiated ordeals. LPL is uniquely positioned in the unbiased marketplace to make ongoing investments in ground breaking abilities and strong business means made to assistance advisors satisfy the evolving requirements of the field and their consumers. We look forward to supporting the Integrity Wealth Staff for a long time to occur.”
Advisors, uncover an LPL business development representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the firm really should operate for the advisor, and not the other way close to. Right now, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 financial advisors, 800 institution-dependent expense applications and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People in america deserve accessibility to goal assistance from a financial advisor. At LPL, independence indicates that advisors have the liberty they deserve to pick the business product, products and services, and technologies means that enable them to run their great apply. And they have the liberty to manage their customer relationships, mainly because they know their consumers ideal. Merely put, we consider care of our advisors, so they can consider care of their consumers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Vendor in the U.S (Based mostly on complete revenues, Financial Planning magazine 1996-2021) No. one service provider of 3rd-social gathering brokerage products and services to banking companies and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Based mostly on prior business and signifies property that would have been custodied at LPL Financial, alternatively than 3rd-social gathering custodians. Reported property and customer figures have not been independently and completely verified by LPL Financial.
Securities and advisory products and services presented as a result of LPL Financial LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/ SIPC.
In the course of this communication, the terms “financial advisors” and “advisors” are made use of to refer to registered reps and/or expense advisor reps affiliated with LPL Financial LLC. We routinely disclose information that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
Integrity Wealth Staff and LPL Financial are separate entities.
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