Financial Advisor Bob Trent and Team Join Linsco by LPL Financial

CHARLOTTE, N.C., Dec. 13, 2021 (Globe NEWSWIRE) — LPL Economical LLC announced these days that fiscal advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Economic, the firm’s personnel advisor product. In joining, he will launch his new impartial practice, Trent Wealth Management of LPL Economical. He noted getting served approximately $200 million in advisory, brokerage and retirement program assets*, and joins LPL from Wells Fargo Advisors.

Bob Trent commenced his career in corporate finance and internet marketing right before shifting to the financial services field in 2002. The transfer to LPL was the up coming step towards constructing a brand name and multi-generational small business to provide customers for a long time to arrive. With Trent Wealth Administration of LPL Financial’s start, Bob Trent will be the initially advisor in a new Linsco business in Santa Rosa, Calif. He is joined by Senior Shopper Services Affiliate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to increase the team’s contact to the future generation of clients.

“We spent a fantastic offer of time on thanks diligence to find the best wealth management agency to provide our clients, each now and into the long term,” Trent explained. “LPL stood out as a obvious market leader, and presents us the independence to run our business enterprise on our own terms, with more freedom to control portfolios as we see match for our customers. We will also benefit enormously from LPL’s expansive research and impressive technology, which enables us to perform extra immediately and successfully. We feel the relieve of doing enterprise at LPL will produce extra time for us to services clients at a larger amount.”

Linsco by LPL gives added layer of assist
The Trent staff said they appreciate the enhanced degree of guidance presented by LPL’s Linsco worker product, which includes the actual estate sourcing and supplemental marketing and advertising sources to aid make out their web page and converse more correctly with shoppers. Linsco advisors have brand autonomy and the capacity to make their own selections on the day by day functions in just their exercise. With accessibility to LPL’s built-in prosperity administration platform and impressive sources, they are equipped with the equipment they require to produce differentiated activities for clientele. Also, Linsco advisors acquire in depth turnkey assist that consists of administrative experienced products and services and an seasoned department administration group to help guidance their ambitions and technique.

Scott Posner, LPL executive vice president, Business Development, mentioned, “We welcome Bob and Anthea to the Linsco relatives, and are honored they turned to LPL to support establish their fantastic follow. We also welcome Oliver to our signature Advisor Institute program, which aids up and coming advisors gain useful on-the-job knowledge though laying the groundwork for extended-expression advancement. At LPL, we basically believe that that advisors really should serve their clientele the way they consider is most effective, with option and versatility in how they build their business. We will aid their eyesight and enterprise ambitions by supplying advisors with progressive abilities and enterprise options built to meet up with advisors exactly where they are in the evolution of their apply. We glance forward to a prolonged-lasting and exciting journey with Trent Wealth Administration, and are thrilled to expand the Linsco existence in Santa Rosa.”

Relevant
Inside of the Linsco by LPL Fiscal model

Advisors, uncover an LPL business enterprise progress representative near you.

About LPL Fiscal:
LPL Monetary (Nasdaq: LPLA) was launched on the theory that the agency really should get the job done for the advisor, and not the other way about. Currently, LPL is a leader** in the markets we provide, supporting far more than 19,000 economic advisors, 800 institution-primarily based financial investment packages and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that People in america are worthy of accessibility to personalized steerage from a money advisor. At LPL, independence indicates that advisors have the flexibility they are worthy of to choose the enterprise design, products and services, and technologies sources that make it possible for them to run their fantastic observe. And they have the freedom to regulate their shopper associations, since they know their clients finest. Just place, we consider treatment of our advisors, so they can get treatment of their clients.

*Based mostly on prior business enterprise and represents belongings that would have been custodied at LPL Financial, alternatively than 3rd-bash custodians. Described property and client numbers have not been independently and totally confirmed by LPL Fiscal.

** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Dealer in the U.S (Based on whole revenues, Financial Arranging journal 1996-2021) No. 1 company of third-celebration brokerage products and services to financial institutions and credit unions (2019-2020 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021.

Securities and advisory solutions presented via LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/SIPC. 

Throughout this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or expenditure advisor representatives affiliated with LPL Economic LLC. We routinely disclose facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

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