CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced today that father and son money advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-seller, hybrid registered financial commitment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an existing LPL business. The father-son workforce joins from Raymond James and reported to LPL it served about $200 million in advisory, brokerage and retirement approach belongings*.
Collectively, the pair provides more than 60 many years of experience supporting a range of shoppers by way of tailored expense and prosperity administration strategies that deal with their exclusive demands. With a track record in data know-how, Jeremy grew up viewing his father make a difference in the lives of small business homeowners, company executives, health care specialists, households and retirees by assisting them get the job done toward their desires as a result of personalized financial organizing. He afterwards went on to do the job along with Steve just before finally having on a direct job in their apply in 2014.
“As a spouse and children staff that has labored with each other for more than a 10 years, my father and I are in lock phase about what it usually means to be a fiscal associate,” Jeremy mentioned. “We’ve recognised quite a few of our clients for yrs and uncover good fulfilment in serving to them perform towards their aims and financial milestones.”
In contemplating how to provide their consumers with the best attainable sources to provide their fiscal targets, Jeremy and his father identified they essential a additional adaptable enterprise product, turning Silverleaf and LPL for the next chapter of their journey.
“Ever given that I was a baby, it is been my dream to individual my life’s perform – and this transfer to Silverleaf, accompanied by the backing of LPL, will enable me to do just that,” Jeremy reported. “LPL delivers the adaptability to operate my business enterprise the way I want to and provide our clients’ in depth economic desires. Clientele want a holistic strategy to their finances, and with the capability to tap into gurus this sort of as CPAs and attorneys, I can give my consumers differentiated company ordeals and the interest they should have.”
Justin Gibson, president of Silverleaf Prosperity Management, explained, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their apply. At Silverleaf, we consider our teamwork method adds a broader perspective to all we do and delivers elevated added benefits to our advisors and consumers. Together with LPL, we will perform really hard to guidance the Friedman crew as they extend their business and proceed to offer their clientele base with exceptional care and interest.”
Scott Posner, LPL executive vice president, Organization Progress, explained, “We lengthen a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on including two excellent monetary advisors to their network. We’re assured that LPL’s progressive technological innovation and differentiated support experiences will give a audio basis for Jeremy and Steve’s continued expansion. We look ahead to a lengthy-lasting and profitable partnership with them and the Silverleaf workforce.”
Advisors, locate an LPL enterprise enhancement representative near you.
About LPL Monetary
LPL Economic (Nasdaq: LPLA) was launched on the theory that the organization should really operate for the advisor, and not the other way all-around. These days, LPL is a chief** in the markets we provide, supporting additional than 19,000 fiscal advisors, 800 establishment-based expenditure applications and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People are entitled to obtain to personalized steerage from a money advisor. At LPL, independence signifies that advisors have the freedom they have earned to pick the enterprise model, products and services, and technologies assets that enable them to run their excellent exercise. And they have the independence to take care of their shopper interactions, simply because they know their clients finest. Simply just place, we consider care of our advisors, so they can just take treatment of their consumers.
* Value approximated based on asset and holding facts presented to LPL from the yr 2021
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Supplier in the U.S. (Primarily based on full revenues, Economical Organizing journal 1996-2021) No. 1 provider of 3rd-social gathering brokerage expert services to banking companies and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – primarily based on documented Assets Below Administration by Silverleaf Advisor Team – a registered investment decision advisor.
Securities and advisory companies provided through LPL Fiscal LLC, an SEC-registered broker-vendor and expense advisor. Member FINRA/ SIPC Advisory Services also offered as a result of Silverleaf Advisor Team, a registered financial investment adviser.
Throughout this interaction, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or financial investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose information and facts that might be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Silverleaf Prosperity Management, Silverleaf Advisor Team and LPL Economical are separate entities.
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Media Contact:
Shannon Greene
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