LPL Financial, Gladstone Welcome Financial Advisor Francis Ciocari
CHARLOTTE, N.C., Sept. 08, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) announced these days that monetary advisor Francis Ciocari CFP® has joined LPL Financial’s broker-vendor, hybrid registered investment advisor (RIA) and custodial platforms. He is aligned with Gladstone Prosperity Companions, a huge business on LPL’s hybrid RIA system. Ciocari claimed getting served approximately $three hundred million in advisory, brokerage and retirement strategy property*, and joins from Morgan Stanley.
Right after paying his entire occupation in a wirehouse surroundings, Ciocari will companion with present LPL advisors to launch a new Gladstone Prosperity Companions business office in Blue Bell, Pa. He is joined by longtime assistant and shopper romantic relationship supervisor Christine Buck Nolan. “I’m enthusiastic to companion with other respected advisors to give elevated products and services to our customers and grow our local community existence,” said Ciocari, who principally functions with corporate executives and affluent traders.
Ciocari firmly believes in high-contact, targets-dependent wealth administration, and commences every romantic relationship with a monetary strategy. Whilst doing the job remotely during the the latest pandemic surroundings, he established that the finest way to provide his customers was by possessing his small business and firmly getting management in excess of his system. An entrepreneur at coronary heart, Ciocari turned to Gladstone and LPL to start off a new journey as an unbiased monetary advisor. “It’s refreshing to have comprehensive autonomy in the way we build the observe. As unbiased advisors, we can present complete transparency and operate in our clients’ finest pursuits,” Ciocari said.
In picking a new companion, Ciocari mentioned, “LPL is a Fortune five hundred corporation with a wonderful popularity, committed to investing in progressive technological know-how and sources. I wanted my customers to feel relaxed understanding I was partnering with an sector chief and the finest in the unbiased place. And on prime of that, with Gladstone we have obtain to priceless sources, turnkey aid and added assistance with compliance, leaving me with extra time to devote supporting customers and their investments. It is a acquire-acquire.”
Richard Frick, controlling companion and CEO at Gladstone Prosperity Companions, mentioned, “We are enthusiastic for Fran to open up our new Lover business office in Blue Bell, and we seem ahead to expanding this Philadelphia suburb sector collectively. I have identified Fran for a long time and to be equipped to aid him as he transitions to the unbiased channel is an great emotion. The momentum just carries on for Gladstone and the unbiased place, and we feel this hybrid business office surroundings will keep on to speed up it. We are committed to supporting our advisors every day with personalised products and services developed to assistance them triumph.”
Scott Posner, LPL government vice president, Business Development, mentioned, “We warmly welcome Fran to the LPL local community and congratulate Gladstone on its ongoing growth. At LPL, we present a wide variety of affiliation designs so that advisors have possibilities in how they build a best observe that would make the most sense for them and their customers. We are very pleased to get the job done in partnership with Gladstone to deliver scale and steadiness that empowers advisors to build differentiated encounters and a thriving observe. We seem ahead to supporting Fran and the entire group at the new Gladstone Prosperity Companions business office in Blue Bell for a long time to occur.”
Read through about other corporations that recently joined LPL in the LPL Economical News and Media section of LPL.com.
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About LPL Economical
LPL Economical (Nasdaq: LPLA) was established on the basic principle that the company should get the job done for the advisor, and not the other way all over. These days, LPL is a chief** in the markets we provide, supporting extra than 19,000 monetary advisors, 800 establishment-dependent investment packages and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Individuals are entitled to obtain to objective guidance from a monetary advisor. At LPL, independence signifies that advisors have the independence they are entitled to to pick the small business product, products and services, and technological know-how sources that allow them to run their best observe. And they have the independence to handle their shopper relationships, for the reason that they know their customers finest. Basically place, we get treatment of our advisors, so they can get treatment of their customers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S (Based on overall revenues, Economical Arranging magazine 1996-2021) No. 1 supplier of 3rd-party brokerage products and services to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Based on prior small business and signifies property that would have been custodied at LPL Economical, fairly than 3rd-party custodians. Noted property and shopper quantities have not been independently and totally verified by LPL Economical.
Securities and advisory products and services supplied by way of LPL Economical LLC, an SEC- registered broker-vendor and investment advisor. Member FINRA/ SIPC
Throughout this conversation, the terms “financial advisors” and “advisors” are utilised to refer to registered representatives and/or investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose details that could be essential to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.
Gladstone Prosperity Companions and LPL Economical are individual entities.
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