LPL Financial Welcomes Corpus Christi Financial Group

CHARLOTTE, N.C., Sept. 07, 2021 (Globe NEWSWIRE) — LPL Financial LLC announced these days that Corpus Christi Financial Group has joined LPL Financial’s broker-supplier, corporate registered investment advisor (RIA) and custodial platforms. The advisors claimed owning served roughly $400 million in advisory, brokerage and retirement plan assets*. They be part of LPL from Voya, which was a short while ago obtained by Cetera.

Led by controlling spouse Cory Summers CFP^®, the Corpus Christi, Texas-based mostly crew includes of monetary advisors Kurt Emerick CFP^®, Jim Mailhes CFP^®, Alan Canine CPA, Justin Martinez and Ava “Diane” Smith, as very well as two licensed assistants and five workplace support personnel users. “With no minimums or cash flow amount requirements, we work with a various group of challenging-performing people looking to simplify their complex monetary lives,” Summers claimed. “We build personal relationships with every single customer, and are centered on monetary schooling to enable them recognize the ‘why’ driving the tactics and options we put in position.”

Considering that Summers ordered Corpus Christi Financial Group in 2013, the follow has developed considerably in dimension. Their progress trajectory, coupled with the simple fact that their previous company was obtained, prompted the crew to find a new wealth management spouse. “We required a position we can contact ‘home’ for the very long-term somewhere we can focus on customers and not stress about the upcoming adjust,” Summers claimed. “After considerable thanks diligence, the complete crew decided that LPL would be the ideal spouse to enable us give our customers with progressive technologies answers that lets them to mixture, plan and keep track of all of their monetary elements in just one position.”

As the business proceeds to grow, Summers also thinks LPL allows put them in the ideal posture to improve and entice new advisors to the crew. From Day one, Summers will tap into the firm’s top quality customer system supplied by M&A Options, as very well as the Assurance Approach to ensure business continuity in the party of an unplanned exit. He mentioned, “We want to spouse with retiring advisors to proceed their legacy, and also ensure that our customers receive constant company and support. Mainly because finally, it’s all about them.”

Scott Posner, LPL government vice president, Enterprise Improvement, mentioned, “We warmly welcome Cory and the complete Corpus Christi crew to the LPL relatives. We are honored they recognized the benefit of partnering with LPL as they take methods to develop differentiated encounters for their customers and establish a very long-term plan for their business. We can spouse with them in a selection of strategies, like generating benefit-add tactics like M&A a lot more efficient and charge helpful. We appear ahead to supporting Corpus Christi Financial Group for numerous a long time to occur as they work to make a a lot more successful and sustainable follow.”

Read through about other firms that a short while ago joined LPL in the LPL Financial News and Media segment of LPL.com.

Advisors, find an LPL business advancement representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the company should work for the advisor, and not the other way all over. Today, LPL is a leader** in the markets we serve, supporting a lot more than 19,000 monetary advisors, 800 establishment-based mostly investment packages and 450 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Americans deserve access to aim steerage from a monetary advisor. At LPL, independence implies that advisors have the flexibility they deserve to select the business product, companies, and technologies methods that make it possible for them to operate their fantastic follow. And they have the flexibility to handle their customer relationships, simply because they know their customers ideal. Simply just put, we take treatment of our advisors, so they can take treatment of their customers.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Seller in the U.S (Based on whole revenues, Financial Setting up journal 1996-2021) No. one company of 3rd-party brokerage companies to banking institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

*Based on prior business and represents assets that would have been custodied at LPL Financial, alternatively than 3rd-party custodians. Noted assets and customer numbers have not been independently and totally verified by LPL Financial.

Securities and advisory companies supplied by way of LPL Financial LLC, an SEC– registered broker-supplier and investment advisor. Member FINRA/ SIPC

During this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information and facts that may be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.

Corpus Christi Financial Group and LPL Financial are different entities.

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