LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

CHARLOTTE, N.C., Dec. 15, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced these days that Lamont Financial Group has joined LPL Financial’s broker-dealer, company registered expenditure advisor (RIA) and custodial platforms, aligning with huge enterprise JFC Advisor Community. The Lamont workforce described having served roughly $200 million in advisory, brokerage and retirement plan property*. They sign up for LPL from Securities The united states, portion of the Advisor Team community of broker-dealers.

Positioned in Clear Lake Lender & Belief in Mason Town and Clear Lake, Iowa, Lamont Money Team was launched in 2013 and is comprised of economic advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The agency gives in depth and remarkably custom made monetary approaches to support purchasers improve, secure and in the long run, transfer their legacy. “We feel fiscal programs must replicate each phase of lifestyle its proprietor is in: whether or not it be getting a to start with dwelling, funding a child’s university education and learning or planning for retirement,” reported Lamont, who largely works with large-internet-worth individuals who are performing in the direction of retirement or presently retired.

On the lookout for better business office efficiencies and balance, the staff turned to LPL and JFC. Lamont mentioned, “I’m only as productive as my staff, so it was essential to discover a partner who can aid us help save time and obtain far more efficiencies from integrated engineering. LPL checked that box with ClientWorks and other innovative abilities, all related by a one indicator-on functionality. On major of that, LPL is a Fortune 500 organization with measurement and scale, which presents us security and peace of intellect being aware of that we are with a sturdy associate. We also appreciate the additional support, sources and expenditure models furnished by JFC. It is actually a superior healthy all close to.”

Jack Connealy, founder of JFC Advisor Community, said, “We are thrilled to welcome Lamont Economical Group to our expanding household of advisors. At JFC Advisor Community, we are devoted to furthering the achievement of our advisors and elevating their procedures.We are honored to be entrusted with this mission by Lamont Economical Group, and look forward to our partnership with Kris, Thomas, Amy and the full team.”

Scott Posner, LPL executive vice president, Business enterprise Improvement, said, “We welcome Kris, Thomas and Amy to the LPL neighborhood. We are very pleased to be their lover by offering modern methods, solutions and know-how that can help them be effective at each individual stage of their business’ lifecycle. We will carry on to leverage our scale to bring price to advisors, furnishing them time-preserving, built-in abilities so they can aim on aiding their clientele pursue their lifelong money ambitions and aspirations. We congratulate JFC for its continued progress, and search forward to a extensive-lasting partnership with equally JFC and Lamont Fiscal Group.”

Advisors, come across an LPL organization progress representative near you.

About LPL Financial
LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the business need to perform for the advisor, and not the other way all-around. Nowadays, LPL is a leader** in the markets we serve, supporting much more than 19,000 economic advisors, 800 institution-centered expenditure applications and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Us citizens have earned accessibility to individualized assistance from a economic advisor. At LPL, independence suggests that advisors have the freedom they ought to have to decide on the business enterprise product, products and services, and technologies sources that allow them to operate their ideal apply. And they have the liberty to deal with their client interactions, for the reason that they know their customers best. Simply just set, we consider treatment of our advisors, so they can acquire treatment of their purchasers.

*Centered on prior small business and signifies belongings that would have been custodied at LPL Money, somewhat than 3rd-bash custodians. Described property and shopper numbers have not been independently and entirely confirmed by LPL Money.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Dependent on overall revenues, Money Arranging magazine 1996-2021) No. 1 service provider of third-party brokerage companies to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021

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  • Not Insured by FDIC/NCUA or Any Other Federal government Company
  • Not Bank/Credit history Union Assured
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  • May Shed Price

Throughout this interaction, the terms “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose details that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our website.

Lamont Fiscal Team, JFC Advisor Community, Crystal clear Lake Bank & Belief and LPL Money are separate entities.

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