LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management
CHARLOTTE, N.C., Sept. 29, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) declared today that the crew at Initial Legacy Prosperity Management has joined LPL Financial’s broker-vendor, company registered expense advisor (RIA) and custodial platforms, aligned with significant enterprise JFC Advisor Community. The crew noted serving over $400 million in advisory, brokerage and retirement assets*. They join LPL from Avantax Investment decision Companies, section of Blucora.
With offices in San Angelo and Significant Spring, Texas, Initial Legacy Prosperity Management, with over 75 several years of put together knowledge, is a tax-based practice that strives to offer clientele with separately tailor-made monetary advice concentrated on tax implications and extended-term goals. Positioning on their own with CPAs, the crew specializes in retirement assets, prosperity progress and legacy organizing. “Our precedence is delivering a customized knowledge for our clientele and remaining a crew they can always phone on,” stated monetary advisor Dennis Reed, CPA. “We take pleasure in encouraging our clientele include charitable providing in their monetary designs, and we also work with public charities to aid them proceed to serve our group.”
Reed is joined at Initial Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by 3 whole-time assistants, such as Reed’s son, Walter Reed, who is doing the job towards an advisor purpose with designs to at some point grow the practice to Houston. Jointly, they are a close-knit crew with large sector knowledge.
Why LPL is their selected household
As the practice carries on to grow, the Initial Legacy crew determined to locate a new prosperity management companion to offer them with differentiated consumer ordeals and additional versatility in how they function their business. “When we realized LPL’s consumer-oriented business design aligned with ours, the decision to move was an quick a single,” Reed stated. “We will be backed by the firm’s trusted and unwavering help that emboldens us to dictate our business design, further more create our practice and strengthen our consumer associations. We are thrilled about the wide variety of solutions and the consumer-helpful interface that LPL’s platforms have to supply. Our clientele can anticipate a additional customized and seamless on-line knowledge, put together with our diligent help expert services.”
Jack Connealy, founder of JFC Advisor Community, said, “JFC Advisor Community is thrilled to welcome Initial Legacy to our increasing community of monetary gurus. At JFC, we are dedicated to furthering the achievements of our advisors and elevating their procedures, and we are honored to be entrusted with this mission by Initial Legacy. We appear ahead to supporting Dennis, Lance, Steve and the whole Initial Legacy crew.”
Scott Posner, LPL govt vice president, Business Advancement, said, “We welcome to Dennis, Steve and Lance to the LPL group and congratulate JFC for increasing its community of excellent advisors. At LPL, we purpose to redefine independence in our sector and concentrate on a single central objective to serve our advisors. Our capabilities and methods are thoughtfully designed to allow advisors function their practice effectively while paying additional time with their clientele. We are frequently innovating our technology and affiliation models, so our advisors can develop their best practice and increase previously mentioned the competitiveness. We appear ahead to supporting Initial Legacy Prosperity Management in a extended-lasting partnership and encouraging their business thrive.”
Examine about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.
Advisors, locate an LPL business improvement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the firm should work for the advisor, and not the other way around. Right now, LPL is a leader** in the marketplaces we serve, supporting additional than 19,000 monetary advisors, 800 establishment-based expense packages and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens have earned access to goal guidance from a monetary advisor. At LPL, independence means that advisors have the freedom they have earned to choose the business design, expert services, and technology methods that allow for them to operate their best practice. And they have the freedom to regulate their consumer associations, mainly because they know their clientele greatest. Just place, we take care of our advisors, so they can take care of their clientele.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S. (Primarily based on complete revenues, Financial Preparing magazine June 1996-2020) No. 1 service provider of 3rd-bash brokerage expert services to financial institutions and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Primarily based on prior business and represents assets that would have been custodied at LPL Financial, rather than 3rd-bash custodians. Documented assets and consumer figures have not been independently and thoroughly confirmed by LPL Financial.
Securities and advisory expert services provided as a result of LPL Financial LLC, an SEC-registered broker-vendor and expense advisor. Member FINRA/ SIPC
Throughout this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or expense advisor reps affiliated with LPL Financial LLC. We routinely disclose information that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Initial Legacy Prosperity Management LLC, JFC Advisor Community and LPL Financial are individual entities.
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