CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) announced today that father and son economic advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an current LPL firm. The father-son team joins from Raymond James and reported to LPL it served close to $200 million in advisory, brokerage and retirement program property*.
Collectively, the pair delivers far more than 60 a long time of working experience supporting a assortment of clientele by way of tailored financial commitment and prosperity management methods that tackle their one of a kind requires. With a background in info know-how, Jeremy grew up seeing his father make a change in the lives of business enterprise homeowners, corporate executives, healthcare pros, households and retirees by encouraging them function towards their desires by way of customized financial arranging. He later on went on to perform along with Steve prior to in the long run getting on a guide purpose in their exercise in 2014.
“As a loved ones staff that has worked jointly for about a decade, my father and I are in lock step about what it implies to be a financial husband or wife,” Jeremy said. “We’ve recognized many of our consumers for many years and come across good fulfilment in serving to them do the job toward their aims and economical milestones.”
In contemplating how to deliver their shoppers with the most effective attainable assets to provide their economical goals, Jeremy and his father established they needed a additional adaptable small business product, turning Silverleaf and LPL for the upcoming chapter of their journey.
“Ever considering the fact that I was a kid, it’s been my dream to possess my life’s function – and this move to Silverleaf, accompanied by the backing of LPL, will make it possible for me to do accurately that,” Jeremy stated. “LPL delivers the flexibility to operate my company the way I want to and serve our clients’ complete fiscal desires. Clients want a holistic technique to their funds, and with the ability to faucet into specialists this sort of as CPAs and attorneys, I can give my clientele differentiated support activities and the focus they deserve.”
Justin Gibson, president of Silverleaf Wealth Management, mentioned, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their observe. At Silverleaf, we think our teamwork method provides a broader standpoint to all we do and delivers amplified positive aspects to our advisors and clients. Alongside one another with LPL, we will operate challenging to aid the Friedman crew as they expand their small business and continue on to offer their clientele base with fantastic care and focus.”
Scott Posner, LPL executive vice president, Business Enhancement, explained, “We increase a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on incorporating two good quality fiscal advisors to their community. We’re self-confident that LPL’s ground breaking technologies and differentiated company encounters will offer a audio foundation for Jeremy and Steve’s ongoing advancement. We look forward to a long-lasting and effective partnership with them and the Silverleaf crew.”
Advisors, locate an LPL organization development representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the principle that the firm need to work for the advisor, and not the other way all around. These days, LPL is a chief** in the markets we serve, supporting extra than 19,000 monetary advisors, 800 institution-centered expenditure packages and 450 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that People in america should have entry to individualized steering from a financial advisor. At LPL, independence suggests that advisors have the independence they ought to have to select the small business product, services, and know-how means that allow them to run their great follow. And they have the flexibility to take care of their client associations, since they know their clientele ideal. Basically set, we choose care of our advisors, so they can just take care of their shoppers.
* Value approximated based on asset and holding aspects provided to LPL from the 12 months 2021
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Vendor in the U.S. (Based on total revenues, Economical Planning magazine 1996-2021) No. 1 company of third-occasion brokerage expert services to banks and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – based mostly on reported Property Below Administration by Silverleaf Advisor Team – a registered expenditure advisor.
Securities and advisory services provided through LPL Economic LLC, an SEC-registered broker-supplier and expense advisor. Member FINRA/ SIPC Advisory Expert services also offered by Silverleaf Advisor Team, a registered financial investment adviser.
All over this conversation, the phrases “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment decision advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose details that could be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.
Silverleaf Prosperity Administration, Silverleaf Advisor Group and LPL Economic are different entities.
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