Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., Jan. 24, 2022 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) today announced that economical advisors Andy Walker and Christian Covey have introduced a new observe, Walker Covey Prosperity Advisors, by means of affiliation with LPL Strategic Prosperity Companies design. Previously, the advisors have been component of a agency doing work with close to $350 million in advisory, brokerage and retirement system belongings.* They be part of LPL from Commonwealth.
Centered in Utah County, Walker and Covey are Brigham Youthful University graduates who teamed up to incorporate their strengths in order to help purchasers greater understand their funds and investments. “Working jointly, we’ve created a strong belief in just about every other. We’re the two grounded in our philosophy and systematic procedures centered on theory-primarily based investing,” said Walker, running husband or wife and chief govt officer.
Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Client Expert services. “We are constructing a company primarily based on trust –trust with each other and believe in with our customers. We’re committed to continuous schooling, increasing our knowledge and operating tirelessly to do what is in the very best fascination for our purchasers,” stated Covey, taking care of partner and chief financial commitment officer.
Video clip: Satisfy Andy Walker and Christian Covey
Their customer-centric attitude led the advisors to LPL Economic, wherever they system to expand their follow and offer clientele with differentiated ordeals. Walker and Covey respect LPL’s built-in prosperity management system and sturdy resources intended to enable advisors operate a thriving practice. Moreover, LPL’s mission to take care of its advisors so they can take treatment of their shoppers resonated with the Walker Covey workforce. But it was the supplemental layer of help furnished by the LPL Strategic Wealth Companies product that cemented their determination to go.
Individualized assist from LPL Strategic Prosperity Products and services
LPL Strategic Wealth Services delivers customized support for day-to-day operations and lengthy-phrase enterprise administration. Groups are furnished with award-successful*** changeover help proper from the begin, as perfectly as ongoing strategic, administrative, promoting and CFO guidance that permits advisors to keep focused on the enduring needs of their customers, tradition and evolution of their practice. “LPL Strategic Wealth Solutions fills in the gaps so we never have to have to be concerned as significantly about matters like HR or retaining our site. We are even now operating a company, but this model aids us concentrate on what we do greatest,” Covey said.
Walker said, “We are thrilled to build a observe where by we can offer our customers with significant-contact service to support relieve some of their fiscal concerns.”
Scott Posner, LPL government vice president, Organization Growth, stated, “We congratulate Andy and Christian on the start of their new firm and are honored they turned to LPL to help them construct their follow. We realize that advisors want the freedom and flexibility to offer differentiated encounters as they produce personalised money advice. We share that sentiment, and will continue on leveraging our scale to give modern capabilities and strong wealth administration means that produce benefit and tackle the appropriate requires of their consumers. We warmly welcome Walker Covey into the LPL community and seem ahead to supporting their achievements for yrs to occur.”
Find out more at WalkerCovey.com. Comply with the group on LinkedIn, Fb, or Twitter
Advisors, find an LPL business advancement representative near you.
About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the organization should really operate for the advisor, and not the other way all-around. Today, LPL is a leader** in the marketplaces we provide, supporting much more than 19,000 money advisors, 800 institution-dependent expense plans and 450 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Us residents should have accessibility to customized steering from a economical advisor. At LPL, independence signifies that advisors have the independence they ought to have to opt for the business enterprise model, expert services, and technological know-how methods that make it possible for them to operate their perfect practice. And they have the liberty to take care of their shopper relationships, due to the fact they know their customers greatest. Simply just put, we take care of our advisors, so they can take treatment of their clientele.
* Worth approximated centered on asset and holding information furnished to LPL from the calendar year 2021
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Preparing journal 1996-2021) No. 1 supplier of 3rd-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 Organization as of June 2021
*** 2021 WealthManagment.com Award Winner, Custodian- Transition Guidance
Securities and advisory services supplied through LPL Monetary LLC, an SEC-registered broker-supplier and investment advisor. Member FINRA/SIPC.
During this interaction, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or expense advisor representatives affiliated with LPL Economic LLC. We routinely disclose information that may well be essential to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
Walker Covey Prosperity Advisors and LPL Financial are individual entities.
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