Financial Advisor Bob Trent and Team Join Linsco by LPL Financial

CHARLOTTE, N.C., Dec. thirteen, 2021 (World NEWSWIRE) — LPL Economical LLC introduced right now that economical advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Economical, the firm’s personnel advisor model. In becoming a member of, he will start his new independent exercise, Trent Wealth Administration of LPL Economical. He claimed owning served close to $200 million in advisory, brokerage and retirement approach property*, and joins LPL from Wells Fargo Advisors.

Bob Trent commenced his vocation in corporate finance and marketing right before shifting to the economical products and services market in 2002. The transfer to LPL was the following phase towards setting up a brand and multi-generational organization to serve consumers for many years to come. With Trent Wealth Administration of LPL Financial’s start, Bob Trent will be the initial advisor in a new Linsco business office in Santa Rosa, Calif. He is joined by Senior Shopper Service Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will tap into LPL’s Advisor Institute to develop the team’s touch to the following era of consumers.

“We spent a wonderful deal of time on owing diligence to locate the greatest wealth management organization to serve our consumers, both of those now and into the future,” Trent reported. “LPL stood out as a distinct market leader, and provides us the independence to run our organization on our have terms, with much more freedom to control portfolios as we see match for our consumers. We will also profit drastically from LPL’s expansive study and impressive know-how, which permits us to perform much more promptly and correctly. We believe the simplicity of executing organization at LPL will generate much more time for us to provider consumers at a greater amount.”

Linsco by LPL presents added layer of help
The Trent team reported they appreciate the improved amount of help presented by LPL’s Linsco personnel model, which includes the serious estate sourcing and more marketing sources to help construct out their web page and talk much more correctly with consumers. Linsco advisors have brand autonomy and the potential to make their have choices on the each day operations inside of their exercise. With access to LPL’s integrated wealth management system and impressive sources, they are outfitted with the tools they need to generate differentiated ordeals for consumers. Furthermore, Linsco advisors receive thorough turnkey help that involves administrative skilled products and services and an expert department management team to help help their targets and approach.

Scott Posner, LPL government vice president, Company Improvement, reported, “We welcome Bob and Anthea to the Linsco loved ones, and are honored they turned to LPL to help construct their great exercise. We also welcome Oliver to our signature Advisor Institute software, which assists up and coming advisors obtain useful on-the-occupation practical experience whilst laying the groundwork for prolonged-term progress. At LPL, we fundamentally believe that advisors need to serve their consumers the way they consider is greatest, with option and overall flexibility in how they construct their organization. We will help their vision and organization targets by furnishing advisors with impressive abilities and organization alternatives made to meet up with advisors in which they are in the evolution of their exercise. We look ahead to a prolonged-long lasting and enjoyable journey with Trent Wealth Administration, and are thrilled to develop the Linsco presence in Santa Rosa.”

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About LPL Economical:
LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the organization need to perform for the advisor, and not the other way around. Nowadays, LPL is a leader** in the marketplaces we serve, supporting much more than 19,000 economical advisors, 800 establishment-based financial investment systems and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that People are worthy of access to personalised assistance from a economical advisor. At LPL, independence usually means that advisors have the freedom they are worthy of to decide on the organization model, products and services, and know-how sources that make it possible for them to run their great exercise. And they have the freedom to control their shopper interactions, due to the fact they know their consumers greatest. Just place, we get care of our advisors, so they can get care of their consumers.

*Primarily based on prior organization and represents property that would have been custodied at LPL Economical, somewhat than third-bash custodians. Reported property and shopper quantities have not been independently and absolutely confirmed by LPL Economical.

** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Primarily based on overall revenues, Economical Planning journal 1996-2021) No. 1 supplier of third-bash brokerage products and services to banking companies and credit unions (2019-2020 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021.

Securities and advisory products and services offered by LPL Economical LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/SIPC. 

Through this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or financial investment advisor reps affiliated with LPL Economical LLC. We routinely disclose info that could be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.

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