February 16, 2025

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Financial Advisor Mark Ross Joins Linsco by LPL Financial

CHARLOTTE, N.C., Feb. 22, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) announced right now that economical advisor John “Mark” Ross has joined LPL, affiliating with Linsco by LPL, the firm’s employee advisor design. He claimed getting served around $100 million in advisory, brokerage and retirement program property* and joins LPL from Wells Fargo Advisors.

For extra than two a long time, Ross has aided consumers establish, take care of, maintain and transition their wealth to upcoming generations, using a hands on method to serving to them condition their objectives and get the job done towards their lengthy-expression goals. Primarily based in Bozeman, Mont., Ross generally serves organization owners and ranchers across numerous states, with a selection of purchasers in or approaching retirement age.

Ross began his job in the forest products and solutions marketplace holding quite a few essential economic administration roles in advance of transitioning to financial providers. He is now thrilled to launch his new shopper-centered unbiased follow, Two Pines Prosperity Advisors of LPL Financial. The identify pays homage to the numerous timber pine forests all through his indigenous condition, Arkansas, and the ponderosa pines that have turn out to be the image of Montana.

Additional adaptability with Linsco by LPL
“For the initial yr of the Covid pandemic, I principally labored from residence although still running to have a incredibly effective 12 months and give my purchasers the individualized service they ought to have. I identified that I could have extra flexibility in the way I operate, as nicely as much more regulate of my small business, by becoming a member of LPL,” he stated, noting that the Linsco employee product delivers him with an increased amount of support without the needs of organization functions. “With Linsco, I have entry to LPL’s revolutionary advisory platform, but I’m not traveling solo. I rely on the Linsco guidance workforce for items like compliance and administration so I can focus solely on my shoppers and evolving my observe.”

Linsco advisors have manufacturer autonomy and the potential to make decisions on how to most effective operate their follow. With accessibility to LPL’s integrated wealth administration system and modern assets, advisors are geared up with the instruments they require to build differentiated ordeals for purchasers. On major of this, Linsco advisors acquire detailed turnkey assist that contains a devoted advertising and marketing marketing consultant, administrative specialist solutions and an skilled branch management staff to enable guidance their plans and approach. Ross added, “Ultimately, this transfer was manufactured with my clients’ very best pursuits in intellect. I consider LPL will provide the solutions and companies I want to aid provide my clients’ rising requirements.”

Outdoors of function, Ross is an lively member of his regional community. He has served as a Boy Scouts chief and CASA advocate, and has volunteered for Habitat for Humanity as perfectly as many other companies.

Scott Posner, LPL govt vice president, Enterprise Growth, mentioned, “We extend a warm welcome to Mark and congratulate him on getting command of his business with the launch of Two Pines Prosperity Advisors at LPL. As extra advisors search for overall flexibility in how they make their ideal practice, we are firmly fully commited to conference them the place they are in the evolution of their observe by offering a quantity of affiliation versions to ideal serve their demands. We will carry on to leverage our scale to offer modern abilities and wealth management assets created to supply worth and aid advisors prosper.”

Master additional at Two Pines Prosperity Advisors of LPL | tpwa.lpl.com

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About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was established on the principle that the business should really operate for the advisor, and not the other way all over. Currently, LPL is a chief in the markets we provide,** supporting approximately 20,000 fiscal advisors, and about 800 institution-primarily based financial commitment applications and 500 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Americans deserve accessibility to customized assistance from a fiscal advisor. At LPL, independence means that advisors have the liberty they are worthy of to opt for the business enterprise model, expert services, and know-how assets that allow them to operate their fantastic observe. And they have the liberty to control their customer interactions, because they know their purchasers ideal. Basically set, we just take care of our advisors, so they can choose treatment of their shoppers.

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Based on whole revenues, Money Setting up journal 1996-2021) No. 1 provider of 3rd-get together brokerage services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated providers present money services only from the United States.

* Benefit approximated centered on asset and holding information furnished to LPL from the calendar year 2021

Securities and advisory companies provided as a result of LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/SIPC. 

All over this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose information and facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.

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Media Contact:
Shannon Greene
(704) 996-1840
[email protected]