CHARLOTTE, N.C., Dec. 13, 2021 (World NEWSWIRE) — LPL Money LLC announced right now that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Money, the firm’s employee advisor design. In becoming a member of, he will start his new unbiased observe, Trent Prosperity Administration of LPL Money. He claimed getting served around $two hundred million in advisory, brokerage and retirement plan belongings*, and joins LPL from Wells Fargo Advisors.
Bob Trent begun his career in company finance and advertising before shifting to the financial products and services business in 2002. The go to LPL was the following move toward developing a model and multi-generational business to serve clients for decades to appear. With Trent Prosperity Administration of LPL Financial’s start, Bob Trent will be the first advisor in a new Linsco business in Santa Rosa, Calif. He is joined by Senior Shopper Service Affiliate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to broaden the team’s touch to the following generation of clients.
“We put in a wonderful offer of time on due diligence to discover the ideal wealth management business to serve our clients, equally now and into the future,” Trent said. “LPL stood out as a clear business leader, and provides us the independence to operate our business on our personal conditions, with a lot more liberty to take care of portfolios as we see in good shape for our clients. We will also gain greatly from LPL’s expansive investigation and impressive engineering, which will allow us to do the job a lot more swiftly and correctly. We believe the simplicity of performing business at LPL will produce a lot more time for us to support clients at a higher degree.”
Linsco by LPL provides added layer of support
The Trent crew said they take pleasure in the increased degree of support supplied by LPL’s Linsco employee design, together with the authentic estate sourcing and extra advertising means to aid construct out their web page and connect a lot more correctly with clients. Linsco advisors have model autonomy and the capacity to make their personal conclusions on the day-to-day functions inside of their observe. With entry to LPL’s integrated wealth management system and impressive means, they are equipped with the equipment they want to produce differentiated ordeals for clients. Moreover, Linsco advisors get complete turnkey support that includes administrative professional products and services and an knowledgeable branch management crew to aid support their ambitions and method.
Scott Posner, LPL govt vice president, Organization Development, said, “We welcome Bob and Anthea to the Linsco loved ones, and are honored they turned to LPL to aid construct their best observe. We also welcome Oliver to our signature Advisor Institute system, which can help up and coming advisors acquire useful on-the-task practical experience though laying the groundwork for long-time period expansion. At LPL, we essentially believe that advisors must serve their clients the way they consider is ideal, with alternative and versatility in how they construct their business. We will support their eyesight and business ambitions by giving advisors with impressive abilities and business methods made to fulfill advisors where they are in the evolution of their observe. We appear ahead to a long-lasting and remarkable journey with Trent Prosperity Administration, and are thrilled to broaden the Linsco presence in Santa Rosa.”
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About LPL Money:
LPL Money (Nasdaq: LPLA) was founded on the basic principle that the business must do the job for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting a lot more than 19,000 financial advisors, 800 institution-primarily based investment decision plans and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Us residents are worthy of entry to individualized steering from a financial advisor. At LPL, independence implies that advisors have the liberty they are worthy of to choose the business design, products and services, and engineering means that permit them to operate their best observe. And they have the liberty to take care of their customer relationships, because they know their clients ideal. Only set, we choose care of our advisors, so they can choose care of their clients.
*Dependent on prior business and represents belongings that would have been custodied at LPL Money, alternatively than third-occasion custodians. Documented belongings and customer numbers have not been independently and fully verified by LPL Money.
** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Unbiased Broker-Dealer in the U.S (Dependent on total revenues, Money Preparing journal 1996-2021) No. one service provider of third-occasion brokerage products and services to banking institutions and credit history unions (2019-2020 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021.
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Through this communication, 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 that might be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
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Source: LPL Money Holdings, Inc.
