CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced nowadays that father and son economic advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-seller, hybrid registered expenditure advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an present LPL company. The father-son crew joins from Raymond James and claimed to LPL it served about $200 million in advisory, brokerage and retirement prepare assets*.
Collectively, the pair brings more than 60 decades of encounter supporting a wide range of shoppers as a result of customized expenditure and prosperity administration procedures that tackle their one of a kind needs. With a background in facts know-how, Jeremy grew up looking at his father make a big difference in the life of organization proprietors, corporate executives, health care gurus, people and retirees by supporting them do the job toward their goals as a result of personalised financial planning. He later went on to perform together with Steve ahead of finally getting on a direct job in their observe in 2014.
“As a family members crew that has worked with each other for around a 10 years, my father and I are in lock action about what it signifies to be a monetary husband or wife,” Jeremy mentioned. “We’ve recognized numerous of our shoppers for yrs and find terrific fulfilment in helping them get the job done towards their goals and economical milestones.”
In looking at how to present their consumers with the very best possible assets to provide their money goals, Jeremy and his father decided they required a extra adaptable small business product, turning Silverleaf and LPL for the next chapter of their journey.
“Ever considering the fact that I was a child, it is been my aspiration to very own my life’s work – and this go to Silverleaf, accompanied by the backing of LPL, will allow me to do exactly that,” Jeremy stated. “LPL features the versatility to operate my business the way I want to and serve our clients’ comprehensive economic desires. Shoppers want a holistic strategy to their finances, and with the means to tap into experts this sort of as CPAs and lawyers, I can give my customers differentiated services experiences and the awareness they should have.”
Justin Gibson, president of Silverleaf Prosperity Management, reported, “We’re thrilled to welcome Jeremy and Steve to the loved ones, and are honored they turned to us as they evolve their follow. At Silverleaf, we believe our teamwork technique provides a broader viewpoint to all we do and presents greater added benefits to our advisors and clients. Jointly with LPL, we will operate tough to assistance the Friedman crew as they broaden their company and go on to supply their clientele base with remarkable treatment and notice.”
Scott Posner, LPL government vice president, Business enterprise Development, said, “We prolong a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on including two top quality financial advisors to their network. We’re assured that LPL’s revolutionary technological know-how and differentiated service encounters will deliver a audio basis for Jeremy and Steve’s ongoing advancement. We appear ahead to a prolonged-lasting and thriving partnership with them and the Silverleaf crew.”
Advisors, locate an LPL business enterprise improvement representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the principle that the business need to operate for the advisor, and not the other way all-around. These days, LPL is a chief** in the markets we provide, supporting more than 19,000 monetary advisors, 800 institution-based financial investment applications and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that People have earned access to personalized steerage from a money advisor. At LPL, independence signifies that advisors have the freedom they are entitled to to choose the small business product, providers, and technological know-how resources that permit them to run their best apply. And they have the liberty to take care of their client interactions, simply because they know their consumers ideal. Merely put, we consider care of our advisors, so they can choose care of their purchasers.
* Price approximated based on asset and keeping details offered to LPL from the calendar year 2021
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S. (Based mostly on complete revenues, Economical Arranging journal 1996-2021) No. 1 supplier of 3rd-party brokerage solutions to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – based mostly on claimed Assets Less than Management by Silverleaf Advisor Team – a registered financial commitment advisor.
Securities and advisory expert services presented by way of LPL Economic LLC, an SEC-registered broker-dealer and expenditure advisor. Member FINRA/ SIPC Advisory Companies also made available through Silverleaf Advisor Group, a registered financial investment adviser.
Throughout this interaction, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or expense advisor reps affiliated with LPL Economic LLC. We routinely disclose details that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.
Silverleaf Prosperity Management, Silverleaf Advisor Group and LPL Money are individual entities.
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