LPL Financial Welcomes Sterling Wealth Group
CHARLOTTE, N.C., Dec. twenty, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) declared today that Sterling Wealth Group has joined LPL Financial’s broker-vendor, corporate registered investment advisor (RIA) and custodial platforms. The Sterling staff noted to LPL that it served approximately $390 million in advisory, brokerage and retirement system property.* They join from MML Traders Companies.
Founder Robert Sterling Madden CLU, ChFC, CFP® started out the Melville, N.Y.-primarily based organization far more than 35 yrs in the past when he found his enthusiasm for serving to other folks go after their retirement dreams. He is joined by his son, Michael Sterling Madden, CFP®, who has twenty yrs of practical experience in the economic companies marketplace. The Sterling Wealth Group’s eyesight is to assist consumers clarify their definition of economic results and offer them with long-phrase economic techniques to get there.
“As customer-centric advisors, we want to make a distinction in every single client’s daily life,” Bob Madden mentioned. “We pledge our information and assets to assist our consumers operate towards what is essential to their economic wellbeing by offering personalization, professionalism and top quality company.”
As the loved ones staff prepares for future growth and the next chapter of their company, they chose to align with LPL and JFC Advisor Network. “We used at the very least a yr of owing diligence to establish what was finest for our consumers and company,” Bob Madden mentioned. “We looked at know-how capabilities, breadth of investment options, research and assets right before concluding that LPL’s integrated system is simply unrivaled. We also take pleasure in the loved ones atmosphere and included aid presented by JFC. We wholeheartedly imagine this new relationship will enrich the customer practical experience, and permit us to provide their wants far more properly and successfully.”
Outside of operate, the staff is extremely committed to giving back again, specially to all those who provide in the armed forces. Bob Madden is a United States Naval Academy graduate who served as a Surface Warfare Officer for 6 yrs prior to signing up for the economic companies marketplace. He is co-founder and president of Expense of Independence, Inc., which has a mission to move the core values of honor, bravery and dedication to future generations. He continues to be passionate about honoring soldiers and marines, and every single yr hosts wounded warriors and injured marines at an yearly Expense of Independence weekend held at the Army-Navy match. He is on the board of administrators for America’s Vet Canine and the Tutorial Puppy Basis, and also supports Wounded Maritime Semper Fi Fund and the Travis Manion Basis.
“It is with great pleasure that we welcome Bob and Mike Madden of Sterling Wealth Group to JFC Advisor Network and LPL,” mentioned Jack Connealy, founder of JFC Advisor Network. “Bob has focused his daily life to serving his nation, local community and consumers, and he sets an exemplary conventional for us all both of those personally and skillfully. We are honored that Bob and Mike have decided on to husband or wife with JFC and search ahead to supporting their ongoing growth for yrs to appear.”
Scott Posner, LPL executive vice president, Company Advancement, mentioned, “We increase a heat welcome to Bob and Michael, and are honored to have them be a section of the LPL local community. All the things we do at LPL is built to offer advisors with the aid they need to run thriving tactics. Their greatness is our aim. We are committed to offering highly effective capabilities, progressive know-how and sturdy company answers to assist boost effectiveness and generate meaningful, differentiated customer experiences. We search ahead to supporting Sterling Wealth Group for yrs to appear.”
Advisors, find an LPL company progress representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was started on the principle that the organization need to operate for the advisor, and not the other way all over. Right now, LPL is a chief** in the markets we provide, supporting far more than 19,000 economic advisors, 800 establishment-primarily based investment packages and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People are worthy of obtain to personalized guidance from a economic advisor. At LPL, independence suggests that advisors have the liberty they are worthy of to pick the company model, companies, and know-how assets that permit them to run their best exercise. And they have the liberty to deal with their customer associations, due to the fact they know their consumers finest. Merely place, we get care of our advisors, so they can get care of their consumers.
* Value approximated primarily based on asset and keeping specifics presented to LPL from the yr 2021
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Dependent on whole revenues, Money Arranging journal 1996-2021) No. 1 supplier of third-celebration brokerage companies to financial institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021
Securities and advisory companies available via LPL Money LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/ SIPC
All over this conversation, the conditions “financial advisors” and “advisors” are used to refer to registered reps and/or investment advisor reps affiliated with LPL Money LLC. We routinely disclose details that may well be essential to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Sterling Wealth Group, JFC Advisor Network and LPL Money are separate entities.
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