LPL Financial Welcomes Financial Advisor Corey Phillips

CHARLOTTE, N.C., Jan. 06, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) declared now that monetary advisor Corey Phillips has joined LPL Financial’s broker-supplier, company registered investment advisor (RIA) and custodial platforms. Phillips claimed to LPL that he served close to $115 million in advisory, brokerage and retirement assets.* He joined LPL from Park Avenue Securities, part of the Guardian Existence Insurance plan Business of The us.

Centered in Pittsfield, Mass., Phillips’ journey to getting a economic advisor was a little bit unique. Right after university, he teamed up with his brother and father to have a modest retail liquor retailer and rental homes. “My experience as a retailer operator linked me with men and women from all walks of everyday living and additional a genuinely exceptional layer of perspective to my operate in economic advising,” claimed Phillips, who eventually still left the retail earth to start his new vocation as a whole-time monetary advisor in 2014. The experience, he explained, gave him a personable and partaking method to his customer relationships — he always helps make an effort to follow lively listening, recognize his clients’ money objective and personalize procedures to their various needs.

In browsing for a new prosperity administration firm, Phillips chose to go to LPL and crew up with Alex Kastrinakis, a previous colleague who joined LPL very last yr. They system to fully spouse and launch a new manufacturer later this year.

Phillips mentioned, “LPL as an marketplace-primary associate to money advisors and I am eager to carry out modern resources and resources that LPL has to supply. I imagine my clients will now delight in an easy and intuitive investing experience, and I have all the required abilities to diversify expenditure options, increase my clients’ return possible and differentiate my observe. Furthermore, LPL has no proprietary investment decision solutions, so I can be a fiduciary and give approaches and insights that are in my clients’ best passions.”

Scott Posner, LPL government vice president, Small business Progress, stated, “Our workforce at LPL extends a warm welcome to Corey, and we are honored to assist him and Alex in launching their rebranded follow afterwards this yr. We think advisors know what is very best for their shoppers, and they need to be empowered with the independence and overall flexibility to do so. LPL strives to be a fully commited associate to our economical advisors, presenting a broad assortment of differentiated solutions and impressive technologies experiences. We glimpse ahead to a very long-long lasting partnership with Corey and the growth of his business.”

Advisors, uncover an LPL organization improvement representative close to you.

About LPL Fiscal
LPL Economical (Nasdaq: LPLA) was launched on the principle that the firm must function for the advisor, and not the other way all over. Right now, LPL is a chief** in the marketplaces we provide, supporting more than 19,000 fiscal advisors, 800 institution-based mostly investment decision applications and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve obtain to personalized steerage from a financial advisor. At LPL, independence means that advisors have the freedom they are worthy of to select the business enterprise design, solutions, and engineering resources that allow for them to run their excellent follow. And they have the liberty to control their customer associations, for the reason that they know their consumers best. Simply just set, we acquire treatment of our advisors, so they can acquire treatment of their clients.

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on overall revenues, Financial Scheduling journal June 1996-2020) No. 1 provider of third-party brokerage expert services to banking institutions and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021

* Benefit approximated based mostly on asset and holding aspects furnished to LPL from the calendar year 2021

Securities and advisory products and services provided by means of LPL Monetary LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

Through this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or financial investment advisor reps affiliated with LPL Money LLC. We routinely disclose facts that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” section of our web page.

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Media Speak to:
Lauren Hoyt-Williams
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