LPL Financial Welcomes TBT Financial Services

CHARLOTTE, N.C., Sept. 01, 2021 (Globe NEWSWIRE) — LPL Money LLC introduced now that TBT Money Products and services has joined LPL Financial’s broker-dealer, company registered investment decision advisor (RIA) and custodial platforms. The advisors claimed acquiring served around $625 million in advisory, brokerage and retirement strategy belongings*. They sign up for LPL from Raymond James.

For a lot more than twenty five yrs, the knowledgeable money pros at TBT Money Products and services have remained committed to excellent and excellence in investment decision management. The TBT group, centered in Longview and Tyler, Texas, includes money advisors Jerry Martin, Jon Cromer AIF®, Mitzi Bjork, Carl Newman, Jr., CFP®, CPFA, Curtis Hinshaw and Clint Quinn, as perfectly as 4 functions aid employees members. They get the job done closely with families, people today and organization house owners across East Texas to give private attention and thoughtful tips to aid each consumer spend soundly for their long run.

“Our customers are our major precedence, which is why we get the job done to understand each unique circumstance and in the long run make a distinctive strategy that provides customers with a roadmap for their money journey,” Martin mentioned.

The go to LPL is the very first action in the firm’s ideas to rebrand early subsequent calendar year and go out of its recent financial institution premises into a greater making that will allow for long run growth and a lot more visibility.

“We’re earning a collection of beneficial alterations that will aid us greatly enhance the way we serve our customers, broaden our capabilities and place us for extended-term sustainability and growth,” Martin mentioned. “Through investigation and thanks diligence, we believe that LPL provides us with the very best option to preserve our independence whilst we broaden the observe. LPL’s powerful technological know-how investments ended up particularly desirable, both equally from an functions standpoint and to be in a position to provide to customers. The capabilities will make it possible for for a a lot more streamlined and effective course of action as we try to make differentiated encounters for our customers.”

Scott Posner, LPL govt vice president, Company Advancement, said, “We welcome the TBT group to the LPL relatives and are honored to serve as their lover as they embark on a new journey to rebrand and broaden their presence in the community group. At LPL, we are deeply committed to giving advisors choice and versatility so they can develop their best observe – for now and for the long run. We have created revolutionary remedies and capabilities to aid advisors increase and be effective in serving the assorted desires of their customers. We look forward to a extended-long lasting connection with TBT Money Products and services.”

Browse about other corporations that lately joined LPL in the LPL Money Information and Media segment of LPL.com.

Advisors, locate an LPL organization enhancement representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was established on the basic principle that the firm must get the job done for the advisor, and not the other way about. Right now, LPL is a chief** in the markets we serve, supporting a lot more than 19,000 money advisors, 800 establishment-centered investment decision systems and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that People in america have earned obtain to objective guidance from a money advisor. At LPL, independence usually means that advisors have the freedom they have earned to pick the organization product, solutions, and technological know-how resources that make it possible for them to operate their best observe. And they have the freedom to control their consumer interactions, because they know their customers very best. Only set, we take care of our advisors, so they can take care of their customers.

** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Seller in the U.S (Primarily based on whole revenues, Money Organizing journal 1996-2021) No. one company of third-celebration brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Primarily based on prior organization and signifies belongings that would have been custodied at LPL Money, instead than third-celebration custodians. Documented belongings and consumer numbers have not been independently and fully verified by LPL Money.

Securities and advisory solutions offered via LPL Money LLC, an SEC- registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

All over this conversation, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Money 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.

TBT Money Products and services and LPL Money are different entities.

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Media Contact:
Lauren Hoyt-Williams
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