CHARLOTTE, N.C., Oct. 13, 2021 (Globe NEWSWIRE) — LPL Money LLC announced now that economic advisor Man Rodgers has joined LPL Financial’s broker-seller, company registered financial commitment advisor (RIA) and custodial platforms. He noted having served roughly $a hundred seventy five million in advisory and brokerage property*. He joins LPL from Wells Fargo Money Advisors Network.
Immediately after starting up his job as a loved ones lawyer, Rodgers recognized the will need for much more moral economic advisors to assist people via instances of changeover, which includes divorce, injuries or death. He shifted to his new job as an advisor in 2008, launching a apply focused on supplying highly developed approaches and economic organizing to manual customers via changeover. Primarily based in Mansfield, Texas, Man Rodgers Non-public Wealth Strategies also has a three member help staff, which includes his wife, Gina, who serves as the firm’s business manager, as nicely as his assistant Aida Chianappi, who expended twenty decades as a paralegal for prosperous loved ones lawyers in Texas and now gives a substantial-level of support to the firm’s customers.
“The last pair of decades have been seeking on everyone, no matter if they’re organizing to retire, misplaced a task or experienced the death of a beloved a person,” Rodgers explained. “In the wake of an ongoing pandemic, it’s much more vital now than ever just before to have a educated and moral economic advisor to assist get ready for the unexpected daily life activities.”
Looking to elevate his apply, offer increased support in instances of crisis and operate in his clients’ best curiosity, Rodgers chose to shift his business enterprise to LPL. He said, “LPL gives a vast breadth and depth of organizing and financial commitment possibilities, and most importantly, permits me to build differentiated support encounters for my customers. Our slogan is ‘clarity, self esteem and concierge care,’ and I believe LPL offers me the best selection to offer all these services to my customers.”
Scott Posner, LPL government vice president, Business Progress, said, “We welcome Man and his staff into the LPL community and are committed to remaining their extended-term husband or wife for decades to arrive. We will continue leveraging our scale to make ongoing investments in progressive engineering, best-in-course support encounters and other wealth management methods that provide price and assist address the evolving requires of Man Rodgers Non-public Wealth Strategies and all of our other customers.”
Study about other firms that not long ago joined LPL in the LPL Money News and Media area of LPL.com.
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About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the theory that the company should really function for the advisor, and not the other way all-around. Right now, LPL is a chief** in the markets we serve, supporting much more than 19,000 economic advisors, 800 institution-primarily based financial commitment programs and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Us residents are entitled to access to objective guidance from a economic advisor. At LPL, independence indicates that advisors have the freedom they are entitled to to opt for the business enterprise product, services, and engineering methods that enable them to run their perfect apply. And they have the freedom to control their customer interactions, mainly because they know their customers best. Simply place, we get care of our advisors, so they can get care of their customers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Seller in the U.S (Primarily based on total revenues, Money Setting up journal 1996-2021) No. one company of third-party brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Primarily based on prior business enterprise and represents property that would have been custodied at LPL Money, relatively than third-party custodians. Noted property and customer figures have not been independently and absolutely verified by LPL Money.
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Man Rodgers Non-public Wealth Strategies and LPL Money are different entities.
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Resource: LPL Money Holdings, Inc.