LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) introduced these days that Lamont Monetary Group has joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms, aligning with huge company JFC Advisor Community. The Lamont crew described obtaining served around $two hundred million in advisory, brokerage and retirement prepare belongings*. They sign up for LPL from Securities America, component of the Advisor Group network of broker-dealers.

Situated in Crystal clear Lake Bank & Believe in in Mason Town and Crystal clear Lake, Iowa, Lamont Monetary Group was founded in 2013 and is comprised of money advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The firm gives in depth and remarkably personalized money tactics to assistance shoppers mature, defend and eventually, transfer their legacy. “We believe money strategies need to replicate each and every phase of daily life its operator is in: whether or not it be obtaining a initially dwelling, funding a kid’s higher education education and learning or setting up for retirement,” reported Lamont, who primarily works with high-net-value people who are doing work toward retirement or by now retired.

On the lookout for larger business efficiencies and stability, the crew turned to LPL and JFC. Lamont stated, “I’m only as productive as my workers, so it was critical to come across a associate who can assistance us preserve time and acquire a lot more efficiencies from built-in technological know-how. LPL checked that box with ClientWorks and other impressive abilities, all linked by a solitary indication-on operation. On leading of that, LPL is a Fortune 500 firm with dimension and scale, which provides us stability and peace of thoughts understanding that we are with a sturdy associate. We also appreciate the included support, resources and financial investment styles presented by JFC. It’s genuinely a good in good shape all around.”

Jack Connealy, founder of JFC Advisor Community, stated, “We are thrilled to welcome Lamont Monetary Group to our developing family of advisors. At JFC Advisor Community, we are focused to furthering the achievement of our advisors and elevating their tactics.We are honored to be entrusted with this mission by Lamont Monetary Group, and glimpse ahead to our partnership with Kris, Thomas, Amy and the entire crew.”

Scott Posner, LPL executive vice president, Company Advancement, stated, “We welcome Kris, Thomas and Amy to the LPL local community. We are very pleased to be their associate by delivering impressive resources, solutions and technological know-how that can assistance them be productive at each individual phase of their business’ lifecycle. We will continue on to leverage our scale to deliver worth to advisors, supplying them time-saving, built-in abilities so they can target on assisting their shoppers go after their lifelong money objectives and aspirations. We congratulate JFC for its ongoing progress, and glimpse ahead to a extended-lasting partnership with the two JFC and Lamont Monetary Group.”

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

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the basic principle that the firm need to do the job for the advisor, and not the other way around. Right now, LPL is a leader** in the markets we provide, supporting a lot more than 19,000 money advisors, 800 establishment-based mostly financial investment plans and 450 impartial RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Us citizens deserve access to personalised guidance from a money advisor. At LPL, independence signifies that advisors have the independence they deserve to pick out the company product, services, and technological know-how resources that make it possible for them to operate their fantastic apply. And they have the independence to take care of their customer relationships, mainly because they know their shoppers greatest. Only place, we consider treatment of our advisors, so they can consider treatment of their shoppers.

*Centered on prior company and represents belongings that would have been custodied at LPL Monetary, alternatively than 3rd-bash custodians. Claimed belongings and customer numbers have not been independently and completely verified by LPL Monetary.

** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Vendor in the U.S (Centered on full revenues, Monetary Preparing magazine 1996-2021) No. one provider of 3rd-bash brokerage services to banks and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory services supplied as a result of LPL Monetary LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC

Insurance merchandise are supplied as a result of LPL or its certified affiliates. To the extent you are acquiring financial investment suggestions from a separately registered impartial financial investment advisor that is not an LPL Monetary affiliate, you should notice LPL Monetary would make no illustration with respect to these types of entity.

If your money experienced is situated at a bank or credit rating union, you should notice that the bank/credit rating union is not registered as a broker-dealer or financial investment advisor. Registered representatives of LPL could also be staff members of the bank/credit rating union. These merchandise and services are remaining supplied as a result of LPL or its affiliates, which are independent entities from, and not affiliates of, the bank/credit rating union.

Securities and insurance policy supplied as a result of LPL or its affiliates are:

• Not Insured by FDIC/NCUA or Any Other Governing administration Company
• Not Bank/Credit score Union Guaranteed
• Not Bank/Credit score Union Deposits or Obligations
• May Reduce Benefit

All over this conversation, the conditions “financial advisors” and “advisors” are used to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose details that could be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.

Lamont Monetary Group, JFC Advisor Community, Crystal clear Lake Bank & Believe in and LPL Monetary are independent entities.

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