CHARLOTTE, N.C., Oct. 13, 2021 (Globe NEWSWIRE) — LPL Monetary LLC declared currently that monetary advisor Man Rodgers has joined LPL Financial’s broker-vendor, company registered financial investment advisor (RIA) and custodial platforms. He noted possessing served roughly $175 million in advisory and brokerage property*. He joins LPL from Wells Fargo Financial Advisors Network.
After commencing his career as a family members law firm, Rodgers recognized the will need for much more ethical economic advisors to support individuals by times of transition, including divorce, accidents or death. He shifted to his new career as an advisor in 2008, launching a apply focused on providing superior procedures and financial preparing to guide consumers as a result of changeover. Dependent in Mansfield, Texas, Person Rodgers Personal Wealth Procedures also has a three member support workforce, which include his wife, Gina, who serves as the firm’s place of work supervisor, as very well as his assistant Aida Chianappi, who expended 20 a long time as a paralegal for profitable household lawyers in Texas and now gives a significant-degree of service to the firm’s clientele.
“The past pair of a long time have been trying on everybody, whether they are arranging to retire, shed a work or endured the loss of life of a loved one,” Rodgers explained. “In the wake of an ongoing pandemic, it is additional essential now than ever just before to have a knowledgeable and moral economic advisor to support put together for the sudden lifestyle functions.”
Looking to elevate his apply, give enhanced support in occasions of crisis and operate in his clients’ ideal interest, Rodgers chose to transfer his organization to LPL. He mentioned, “LPL supplies a vast breadth and depth of planning and expense alternatives, and most importantly, lets me to produce differentiated provider encounters for my customers. Our slogan is ‘clarity, self confidence and concierge care,’ and I think LPL gives me the finest solution to provide all all those solutions to my customers.”
Scott Posner, LPL govt vice president, Business Development, said, “We welcome Male and his group into the LPL community and are committed to being their extensive-phrase partner for decades to arrive. We will keep on leveraging our scale to make ongoing investments in modern engineering, greatest-in-course provider ordeals and other wealth administration means that provide worth and help tackle the evolving wants of Person Rodgers Private Prosperity Tactics and all of our other clientele.”
Examine about other firms that lately joined LPL in the LPL Money Information and Media section of LPL.com.
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the principle that the organization must get the job done for the advisor, and not the other way all-around. These days, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 money advisors, 800 establishment-based mostly expenditure packages and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People have earned obtain to goal steering from a economical advisor. At LPL, independence means that advisors have the liberty they deserve to pick the company model, services, and technology sources that permit them to run their great observe. And they have the independence to take care of their consumer associations, because they know their shoppers greatest. Basically place, we choose care of our advisors, so they can take treatment of their consumers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Based mostly on full revenues, Financial Organizing magazine 1996-2021) No. 1 provider of 3rd-get together brokerage products and services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Dependent on prior business enterprise and signifies property that would have been custodied at LPL Monetary, relatively than third-celebration custodians. Described property and client figures have not been independently and totally confirmed by LPL Financial.
Securities and advisory companies made available by way of LPL Financial LLC, an SEC-registered broker-dealer and expenditure advisor. Member FINRA/ SIPC
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Guy Rodgers Private Prosperity Methods and LPL Money are individual entities.
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Source: LPL Monetary Holdings, Inc.