Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth
CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Monetary LLC announced now that economical advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Economic to start an unbiased observe, Final result Private Wealth. They are aligned with Stratos Prosperity Associates. The group documented obtaining served $1 billion in advisory, brokerage and retirement program property.* They sign up for from Wells Fargo Advisors.
Based in Salt Lake City, the trio of advisors has labored alongside one another for extra than a decade, every bringing a one of a kind history and perspective to the firm. Collectively, they present holistic expenditure advice, fiscal planning and wealthcare to affluent people, professionals, company entrepreneurs and retirees. The Result Personal Wealth team also features 4 office environment assistance staff associates.
“We are a accurate staff with the same main values, and we have designed this exercise with a laser concentration on economical results for our purchasers. Our aim is to aid simplify the increasingly intricate financial landscape and supply lasting techniques to enable save clients’ time and revenue,” stated Horne, a former medical profits manager who switched professions right after his fiscal planner motivated him to assist other folks navigate their have fiscal road map.
The Outcome advisors turned to LPL and Stratos in their quest for a lot more freedom and autonomy, as properly as increased technology and the capability to deliver clientele with differentiated ordeals. “Over the a long time, we have been accustomed to serving purchasers with some of the ideal resources readily available, but as we progressed, we acknowledged the have to have for a new lover. By moving to LPL and Stratos, we have the adaptability to serve our clients with impressive capabilities and give them the experiences they are entitled to,” Howard stated.
Kunz added, “Our shoppers are our No. 1 priority. Right after learning about all the added methods from LPL and Stratos—everything from investing capabilities to shopper administration program to extra tax-based mostly economic preparing tools—it was difficult to remain. In a transforming setting, we wanted to provide much more to the table. We are excited to be in a position we can be very pleased of, and search ahead to offering our consumers with a much more personalized contact.”
The shift also supplies the staff with higher opportunities to develop their follow by M&A, as effectively as make extra income by operating carefully with centers of influences, this kind of as attorneys and CPAs.
Charles Shapiro, Stratos Founding Associate and Chief Growth Officer, mentioned, “It is a really competitive recruiting landscape, specifically for large caliber non-public banking groups. We are so honored that Jason, Chad, Shane and their group have decided on to sign up for Stratos Wealth as our newest partners. Utah has been a terrific market place for our company’s growth and we are very pleased to guidance Consequence Prosperity in their expansion designs in the marketplace.”
Scott Posner, LPL govt vice president, Business Development, stated, “We lengthen a heat welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a crew that was seeking for a development lover who could provide them for the very long run. For advisors to have the capacity to reach their business’ comprehensive likely, they need a spouse fully commited to their good results one particular that has the scale, expertise and capital to be ready to devote and repeatedly evolve to meet the relevant demands of their enterprise and customers. And that’s specifically what we do in this article at LPL. Our singular mission is to assistance our advisors so they can just take treatment of their consumers. We look forward to a extended-lasting and effective relationship with Result Private Wealth.”
Advisors, locate an LPL enterprise enhancement representative near you.
About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was established on the theory that the organization need to get the job done for the advisor, and not the other way close to. Now, LPL is a chief in the markets we serve,** supporting virtually 20,000 fiscal advisors, and somewhere around 800 institution-dependent financial investment packages and 500 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the belief that People in america deserve access to personalised guidance from a monetary advisor. At LPL, independence indicates that advisors have the independence they are worthy of to pick out the company product, solutions, and technological innovation methods that enable them to operate their ideal observe. And they have the freedom to control their customer relationships, mainly because they know their clientele most effective. Simply just put, we get care of our advisors, so they can take treatment of their shoppers.
About Stratos Wealth Associates
Stratos Prosperity Partners is a major unbiased, companion owned and operated Registered Investment decision Advisory (RIA) business. Founded in 2009, the firm delivers operational, strategic and revenue-generating means, as very well as, a responsible infrastructure letting advisors the versatility to build and expand his/her possess business. Given that its founding, Stratos has grown to 275 unbiased advisors. Stratos Wealth Associates, Ltd., an SEC Registered Investment Advisor, manages in excess of $10.33 billion in advisory belongings, and advises by means of LPL Economical, over $8.28 billion in brokerage and 3rd celebration managed assets for a overall of $18.61 billion as of December 31, 2021.
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Dealer in the U.S (Primarily based on total revenues, Monetary Preparing magazine 1996-2021) No. 1 company of third-party brokerage solutions to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 Corporation as of June 2021. LPL and its affiliated firms give financial products and services only from the United States.
* Price approximated centered on asset and holding information delivered to LPL from the yr 2021
Securities and advisory products and services presented via LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
Financial investment advice is also available by means of Stratos Wealth Companions, Ltd., a registered investment advisor.
Throughout this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Economic LLC. We routinely disclose information that could be significant to shareholders in the “Investor Relations” or “Press Releases” section of our site.
Consequence Non-public Prosperity, Stratos Wealth Associates and LPL Money are different entities.
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