LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors
CHARLOTTE, N.C., Oct. 18, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced right now that monetary advisor Peter Shunyia, CFP® has joined LPL Financial to start his unbiased monetary apply, Shunyia & Co. Private Prosperity Advisors. He claimed possessing served roughly $150 million in advisory and retirement program assets*. He joins LPL from Merrill Lynch.
Shunyia, a lifelong Michigan resident, operates his apply in Troy, Mich., with the support of 3 place of work personnel associates. He has twenty yrs of knowledge outlining monetary methods for his consumer foundation of substantial-internet-truly worth people today, doctors, retirees and enterprise homeowners. Shunyia can take satisfaction in his meticulous and individualized approach to monetary information, which incorporates comprehensive tips, risk assessment and monetary scheduling. “As an skilled advisor, I work to recognize my clients’ issues and aims, carefully reveal my tips and provide exceptional treatment and company,” mentioned Shunyia, who enjoys shelling out his time outside the house of work with his loved ones, fly fishing and volunteering for conservation projects.
Hunting to serve his clients’ finest pursuits, broaden expenditure options and get much more handle of his enterprise, he selected to associate with LPL and align with The united states Group Retirement System Centers, a large organization that supports LPL-affiliated advisors. “With the robust sources, progressive methods and a wide-reaching advisor community of a Fortune five hundred organization, LPL is the right home for my monetary apply,” Shunyia mentioned. “The organization presents every thing that my consumers and I are wanting for — from integrated technologies to monetary scheduling applications. We also have the extra layer of support from The united states Group to provide the infrastructure and support to allow me to do what I was performing in a wirehouse atmosphere without the need of missing a conquer. Most importantly, this go permits me to emphasis completely on having treatment of my clients’ demands.”
Joe Ruzycki, president and CEO of The united states Group Retirement System Centers, “We are enthusiastic to welcome Peter as the ninety fiveth monetary advisor to sign up for our expanding organization. We believe his wealth of marketplace know-how, merged with our robust support and LPL’s robust system, will aid Peter set up a prosperous unbiased apply and stand out from the competitors. It has been an absolute pleasure getting to know Peter and helping him with the changeover and we appear ahead to our lengthy-lasting partnership.”
Scott Posner, LPL government vice president, Business enterprise Improvement, stated, “We extend a warm welcome to Peter and congratulate him on launching his new unbiased apply. Advisors are at the centre of every thing we do, and we constantly spend in progressive abilities to provide them with differentiated support and sources. We are proud to offer you advisors with wealth administration methods and enterprise methods created to aid established them acquire in their sector and increase price for consumers. We congratulate The united states Group on expanding its community of high-quality advisors and appear ahead to supporting Shunyia & Co. Private Prosperity Advisors for yrs to arrive.”
Read through about other firms that just lately joined LPL in the LPL Financial News and Media portion of LPL.com.
Advisors, discover an LPL enterprise development representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the theory that the agency ought to work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting much more than 19,000 monetary advisors, 800 institution-centered expenditure plans and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Us citizens are entitled to entry to objective direction from a monetary advisor. At LPL, independence usually means that advisors have the liberty they are entitled to to opt for the enterprise model, providers, and technologies sources that let them to operate their ideal apply. And they have the liberty to deal with their consumer interactions, mainly because they know their consumers finest. Just put, we get treatment of our advisors, so they can get treatment of their consumers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Primarily based on overall revenues, Financial Setting up journal June 1996-2020) No. one provider of third-occasion brokerage providers to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Primarily based on prior enterprise and represents assets that would have been custodied at LPL Financial, somewhat than third-occasion custodians. Reported assets and consumer numbers have not been independently and fully confirmed by LPL Financial.
Securities and advisory providers provided by means of LPL Financial LLC, an SEC- registered broker-dealer and expenditure advisor. Member FINRA/ SIPC
In the course of this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or expenditure advisor associates affiliated with LPL Financial LLC. We routinely disclose information and facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.
The united states Group Retirement System Centers, Shunyia & Co. Private Prosperity Advisors and LPL Financial are individual entities.
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