CHARLOTTE, N.C., Sept. 29, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) declared currently that the crew at 1st Legacy Prosperity Management has joined LPL Financial’s broker-seller, corporate registered investment advisor (RIA) and custodial platforms, aligned with huge company JFC Advisor Community. The crew noted serving over $400 million in advisory, brokerage and retirement belongings*. They be part of LPL from Avantax Investment Services, portion of Blucora.
With offices in San Angelo and Large Spring, Texas, 1st Legacy Prosperity Management, with over 75 decades of merged working experience, is a tax-based apply that strives to give customers with separately tailored monetary suggestions concentrated on tax implications and prolonged-term plans. Positioning on their own with CPAs, the crew specializes in retirement belongings, prosperity advancement and legacy setting up. “Our precedence is supplying a customized working experience for our customers and becoming a crew they can normally simply call on,” mentioned monetary advisor Dennis Reed, CPA. “We enjoy helping our customers integrate charitable providing in their monetary plans, and we also get the job done with general public charities to assistance them proceed to serve our local community.”
Reed is joined at 1st Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by three full-time assistants, including Reed’s son, Walter Reed, who is operating towards an advisor job with plans to eventually extend the apply to Houston. Together, they are a close-knit crew with extensive sector working experience.
Why LPL is their chosen home
As the apply proceeds to develop, the 1st Legacy crew established to locate a new prosperity administration spouse to give them with differentiated shopper activities and much more versatility in how they operate their business enterprise. “When we realized LPL’s shopper-oriented business enterprise model aligned with ours, the choice to go was an quick 1,” Reed mentioned. “We will be backed by the firm’s dependable and unwavering assist that emboldens us to dictate our business enterprise model, more create our apply and bolster our shopper associations. We are thrilled about the wide variety of choices and the consumer-welcoming interface that LPL’s platforms have to offer. Our customers can assume a much more customized and seamless on the web working experience, merged with our diligent assist solutions.”
Jack Connealy, founder of JFC Advisor Community, mentioned, “JFC Advisor Community is thrilled to welcome 1st Legacy to our rising community of monetary specialists. At JFC, we are devoted to furthering the good results of our advisors and elevating their tactics, and we are honored to be entrusted with this mission by 1st Legacy. We glimpse ahead to supporting Dennis, Lance, Steve and the overall 1st Legacy crew.”
Scott Posner, LPL government vice president, Organization Growth, mentioned, “We welcome to Dennis, Steve and Lance to the LPL local community and congratulate JFC for rising its community of high-quality advisors. At LPL, we goal to redefine independence in our sector and aim on 1 central objective to serve our advisors. Our abilities and means are thoughtfully developed to permit advisors operate their apply successfully whilst expending much more time with their customers. We are consistently innovating our technology and affiliation designs, so our advisors can build their best apply and rise higher than the competitors. We glimpse ahead to supporting 1st Legacy Prosperity Management in a prolonged-lasting partnership and helping their business enterprise prosper.”
Browse about other corporations that not long ago joined LPL in the LPL Economic News and Media portion of LPL.com.
Advisors, locate an LPL business enterprise improvement representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the basic principle that the agency should get the job done for the advisor, and not the other way around. Now, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 monetary advisors, 800 institution-based investment applications and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Us residents are worthy of access to objective assistance from a monetary advisor. At LPL, independence means that advisors have the freedom they are worthy of to opt for the business enterprise model, solutions, and technology means that permit them to operate their best apply. And they have the freedom to deal with their shopper associations, for the reason that they know their customers ideal. Merely put, we just take care of our advisors, so they can just take care of their customers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S. (Dependent on full revenues, Economic Setting up magazine June 1996-2020) No. 1 company of third-social gathering brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Dependent on prior business enterprise and represents belongings that would have been custodied at LPL Economic, instead than third-social gathering custodians. Noted belongings and shopper quantities have not been independently and totally verified by LPL Economic.
Securities and advisory solutions made available by means of LPL Economic LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/ SIPC
All through this conversation, the terms “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment advisor associates affiliated with LPL Economic LLC. We routinely disclose info that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.
1st Legacy Prosperity Management LLC, JFC Advisor Community and LPL Economic are separate entities.
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