LPL Financial, The Network Welcome Clearview Wealth Partners
CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Financial LLC announced right now that the freshly rebranded Clearview Wealth Companions has joined LPL Financial’s broker-seller, company registered expense advisor (RIA) and custodial platforms. They are aligned with The Financial Solutions Network, an current LPL big business. The Clearview staff noted acquiring served approximately $500 million in advisory, brokerage and retirement program belongings*. They be a part of from Lincoln Financial Advisors.
Clearview Wealth Companions is a complete-assistance wealth management company that largely serves business house owners, company executives and expert athletes. The staff is led by managing associates and cofounders Monthly bill Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow economic advisors Ashley Sawyer and Mike Lemas and a 4 member workplace support employees. They operate out of 3 places of work based mostly in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary accountability and determination to delivering differentiated client assistance led them to find new associates in LPL and The Network. “We are excited to move to a absolutely independent platform with LPL’s strong electronic technology, put together with The Network’s neighborhood support and more assets. We consider our shoppers will gain from an increased working experience appropriate out of the gate with a single portal to obtain account facts, together with complete transparency,” Roland stated.
Westermeyer extra, “We are excited to start our new name and model, with the Clearview name denoting transparency. This move makes sure our shoppers will have modern applications and assets obtainable to them. We search forward to growing our apply and encouraging shoppers make very good selections all over their economic health, expense management, estate setting up, in general possibility management, business continuity setting up, personnel positive aspects and company retirement programs.”
Christopher Mercado, managing husband or wife and chief expense strategist with The Financial Solutions Network, stated, “As the needs of much more subtle wealth management firms boost, The Network’s business model continues to catch the attention of leading places of work throughout the state. We are delighted to welcome Jim, Monthly bill and the extended staff at Clearview Wealth Companions, as we search forward to operating together to elevate their client working experience by our collective partnership with LPL Financial.”
Scott Posner, LPL government vice president, Enterprise Growth, stated, “We welcome Jim, Monthly bill, Ashley and Mike to LPL, and congratulate The Network for growing its community of quality advisors. We are honored that the Clearview staff recognized LPL’s stability to provide as a very long-term husband or wife for their company and shoppers. We continue to be fully commited to investing in our advisors’ corporations to provide differentiated capabilities, built-in technology and modern answers created to aid them thrive. We search forward to a very long-long lasting romance with Clearview Wealth Companions.”
Advisors, find an LPL business advancement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the principle that the company should really operate for the advisor, and not the other way all over. These days, LPL is a leader** in the markets we provide, supporting much more than 19,000 economic advisors, 800 institution-based mostly expense systems and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered model and the belief that Individuals are worthy of obtain to personalized assistance from a economic advisor. At LPL, independence implies that advisors have the independence they are worthy of to choose the business model, solutions, and technology assets that make it possible for them to operate their best apply. And they have the independence to take care of their client interactions, mainly because they know their shoppers most effective. Just set, we acquire treatment of our advisors, so they can acquire treatment of their shoppers.
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based mostly on total revenues, Financial Setting up magazine 1996-2021) No. 1 company of 3rd-occasion brokerage solutions to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based mostly on prior business and represents belongings that would have been custodied at LPL Financial, instead than 3rd-occasion custodians. Described belongings and client quantities have not been independently and absolutely confirmed by LPL Financial.
Securities and advisory solutions made available by LPL Financial LLC, an SEC- registered broker-seller and expense advisor. Member FINRA/ SIPC
In the course of this communication, the terms “financial advisors” and “advisors” are employed to refer to registered reps and/or expense advisor reps affiliated with LPL Financial LLC. We routinely disclose facts that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” section of our web page.
Clearview Wealth Companions, The Financial Solutions Network and LPL Financial are independent entities.
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