LPL Financial, Gladstone Welcome Financial Advisor Francis Ciocari

CHARLOTTE, N.C., Sept. 08, 2021 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) announced now that financial advisor Francis Ciocari CFP^® has joined LPL Financial’s broker-supplier, hybrid registered financial investment advisor (RIA) and custodial platforms. He is aligned with Gladstone Wealth Associates, a significant business on LPL’s hybrid RIA system. Ciocari reported possessing served roughly $300 million in advisory, brokerage and retirement strategy assets*, and joins from Morgan Stanley.

Following expending his overall career in a wirehouse ecosystem, Ciocari will companion with present LPL advisors to launch a new Gladstone Wealth Associates office in Blue Bell, Pa. He is joined by longtime assistant and consumer marriage manager Christine Buck Nolan. “I’m excited to companion with other revered advisors to present elevated expert services to our shoppers and mature our local community existence,” mentioned Ciocari, who principally works with corporate executives and affluent buyers.

Ciocari firmly believes in substantial-touch, aims-centered prosperity management, and starts off each and every marriage with a financial strategy. Even though functioning remotely throughout the the latest pandemic ecosystem, he identified that the finest way to serve his shoppers was by owning his company and firmly possessing regulate around his process. An entrepreneur at heart, Ciocari turned to Gladstone and LPL to get started a new journey as an unbiased financial advisor. “It’s refreshing to have comprehensive autonomy in the way we create the practice. As unbiased advisors, we can present entire transparency and operate in our clients’ finest passions,” Ciocari mentioned.

In picking a new companion, Ciocari said, “LPL is a Fortune 500 firm with a great popularity, fully commited to investing in revolutionary know-how and sources. I required my shoppers to feel relaxed realizing I was partnering with an market chief and the finest in the unbiased space. And on prime of that, with Gladstone we have access to invaluable sources, turnkey aid and further enable with compliance, leaving me with extra time to spend supporting shoppers and their investments. It’s a win-win.”

Richard Frick, managing companion and CEO at Gladstone Wealth Associates, said, “We are excited for Fran to open up our new Companion office in Blue Bell, and we appear ahead to increasing this Philadelphia suburb marketplace alongside one another. I have known Fran for decades and to be in a position to aid him as he transitions to the unbiased channel is an amazing feeling. The momentum just proceeds for Gladstone and the unbiased space, and we think this hybrid office ecosystem will keep on to speed up it. We are fully commited to supporting our advisors each and every day with customized expert services designed to enable them succeed.”

Scott Posner, LPL executive vice president, Small business Progress, said, “We warmly welcome Fran to the LPL local community and congratulate Gladstone on its ongoing development. At LPL, we present a wide range of affiliation designs so that advisors have choices in how they create a ideal practice that tends to make the most perception for them and their shoppers. We are very pleased to operate in partnership with Gladstone to supply scale and stability that empowers advisors to produce differentiated ordeals and a thriving practice. We appear ahead to supporting Fran and the overall crew at the new Gladstone Wealth Associates office in Blue Bell for decades to arrive.”

Read about other firms that lately joined LPL in the LPL Fiscal Information and Media part of LPL.com.

Advisors, come across an LPL company improvement representative near you.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was launched on the principle that the firm ought to operate for the advisor, and not the other way close to. Today, LPL is a chief** in the markets we serve, supporting extra than 19,000 financial advisors, 800 establishment-centered financial investment courses and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People in america deserve access to aim guidance from a financial advisor. At LPL, independence indicates that advisors have the independence they deserve to pick the company model, expert services, and know-how sources that make it possible for them to run their ideal practice. And they have the independence to handle their consumer relationships, since they know their shoppers finest. Simply just set, we acquire care of our advisors, so they can acquire care of their shoppers.

** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Primarily based on complete revenues, Fiscal Setting up journal 1996-2021) No. 1 company of third-bash brokerage expert services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Primarily based on prior company and represents assets that would have been custodied at LPL Fiscal, rather than third-bash custodians. Described assets and consumer numbers have not been independently and thoroughly confirmed by LPL Fiscal.

Securities and advisory expert services made available by LPL Fiscal LLC, an SEC- registered broker-supplier and financial investment advisor. Member FINRA/ SIPC

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

Gladstone Wealth Associates and LPL Fiscal are individual entities.

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