CHARLOTTE, N.C., Dec. 15, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) introduced right now that Lamont Financial Group has joined LPL Financial’s broker-dealer, corporate registered expenditure advisor (RIA) and custodial platforms, aligning with large company JFC Advisor Community. The Lamont crew documented getting served around $200 million in advisory, brokerage and retirement system belongings*. They sign up for LPL from Securities The usa, aspect of the Advisor Group community of broker-dealers.
Found in Clear Lake Financial institution & Trust in Mason Metropolis and Clear Lake, Iowa, Lamont Financial Group was established in 2013 and is comprised of fiscal advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The agency features thorough and highly customized fiscal strategies to assist clientele improve, guard and ultimately, transfer their legacy. “We consider fiscal options should really mirror every phase of existence its operator is in: whether or not it be buying a initially property, financing a child’s school instruction or arranging for retirement,” reported Lamont, who generally works with substantial-net-truly worth persons who are doing work to retirement or already retired.
Looking for bigger business office efficiencies and balance, the crew turned to LPL and JFC. Lamont mentioned, “I’m only as successful as my staff, so it was critical to find a associate who can assist us conserve time and achieve more efficiencies from built-in engineering. LPL checked that box with ClientWorks and other modern capabilities, all connected by a solitary indication-on features. On best of that, LPL is a Fortune 500 enterprise with size and scale, which offers us balance and peace of intellect recognizing that we are with a robust associate. We also value the extra provider, methods and expenditure products furnished by JFC. It is genuinely a excellent in shape all all-around.”
Jack Connealy, founder of JFC Advisor Community, mentioned, “We are thrilled to welcome Lamont Financial Group to our rising family members of advisors. At JFC Advisor Community, we are committed to furthering the achievements of our advisors and elevating their techniques.We are honored to be entrusted with this mission by Lamont Financial Group, and glance ahead to our partnership with Kris, Thomas, Amy and the complete crew.”
Scott Posner, LPL executive vice president, Company Advancement, mentioned, “We welcome Kris, Thomas and Amy to the LPL group. We are proud to be their associate by delivering modern methods, alternatives and engineering that can assist them be successful at just about every phase of their business’ lifecycle. We will proceed to leverage our scale to deliver price to advisors, delivering them time-conserving, built-in capabilities so they can target on aiding their clientele pursue their lifelong fiscal aims and aspirations. We congratulate JFC for its continued advancement, and glance ahead to a lengthy-long lasting partnership with both JFC and Lamont Financial Group.”
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the agency should really perform for the advisor, and not the other way all-around. Today, LPL is a chief** in the marketplaces we provide, supporting more than 19,000 fiscal advisors, 800 establishment-based mostly expenditure plans and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that People should have access to personalised assistance from a fiscal advisor. At LPL, independence indicates that advisors have the freedom they should have to decide on the small business product, solutions, and engineering methods that enable them to run their ideal observe. And they have the freedom to deal with their customer relationships, since they know their clientele most effective. Just put, we take care of our advisors, so they can take care of their clientele.
*Based on prior small business and signifies belongings that would have been custodied at LPL Financial, rather than 3rd-celebration custodians. Reported belongings and customer figures have not been independently and absolutely confirmed by LPL Financial.
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Based on full revenues, Financial Organizing journal 1996-2021) No. 1 supplier of 3rd-celebration brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory solutions provided through LPL Financial LLC, an SEC-registered broker-dealer and expenditure advisor. Member FINRA/ SIPC
Insurance plan items are provided through LPL or its certified affiliates. To the extent you are getting expenditure assistance from a independently registered independent expenditure advisor that is not an LPL Financial affiliate, make sure you observe LPL Financial helps make no representation with regard to these entity.
If your fiscal skilled is located at a lender or credit rating union, make sure you observe that the lender/credit rating union is not registered as a broker-dealer or expenditure advisor. Registered representatives of LPL may possibly also be employees of the lender/credit rating union. These items and solutions are currently being provided through LPL or its affiliates, which are separate entities from, and not affiliates of, the lender/credit rating union.
Securities and insurance coverage provided through LPL or its affiliates are:
- Not Insured by FDIC/NCUA or Any Other Govt Company
- Not Financial institution/Credit rating Union Confirmed
- Not Financial institution/Credit rating Union Deposits or Obligations
- May possibly Drop Price
All through this interaction, the terms “financial advisors” and “advisors” are utilised to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Financial LLC. We routinely disclose details that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” section of our site.
Lamont Financial Group, JFC Advisor Community, Clear Lake Financial institution & Trust and LPL Financial are separate entities.
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