LPL Financial Welcomes HPK Provident Advisors
CHARLOTTE, N.C., Dec. 02, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC declared today that HPK Provident Advisors has joined LPL Financial’s broker-dealer, corporate registered financial investment advisor (RIA) and custodial platforms. The crew noted having served approximately $230 million in advisory and brokerage assets*, and joins LPL from FSC Securities Corporation, part of the Advisor Group network of broker-sellers.
The family-led company dates back to the early 1960s when Ron Zucchelli established the Western Pennsylvania-primarily based exercise. His son-in-legislation and grandson, David Harper and Colin S. Harper CFP®, adopted his footsteps as economical advisors and are honored to go on his legacy immediately after his 2012 retirement. They were joined shortly soon after by fellow advisors Michael Kutch CFA and Brian Paluso CFP®, CLU, RICP, AIF, and the firm has expanded to involve a further registered place of work in Sarasota, Fla.
“The investment decision landscape has grown very sophisticated more than the years, so we’ve introduced jointly a group of advisors who every single carry unique specialties to the firm. We choose a collaborative technique to aiding every single and each and every consumer to go after their ambitions, functioning via our special Desire fiscal scheduling course of action: Learn, Minimize Strain, Anticipations, Motion Items and Going Ahead,” David Harper stated.
As the workforce proceeds to grow and offer clients with elevated service experiences, they turned to LPL for the future chapter of their journey. “We ended up on the lookout for supplemental assets and innovative technological know-how with single sign-on, and we found that with LPL. The transfer has simplified so numerous of our day-to-working day responsibilities, and we count on to get again a few hundred, if not thousands, of hours for every yr so we can appreciate executing what we do finest: serving to our shoppers,” Harper explained.
Scott Posner, LPL executive vice president, Enterprise Progress, said, “We prolong a heat welcome to David, Colin, Michael and Brian, and we’re honored to support the meaningful function they are undertaking to continue Ron’s legacy. We are dedicated to investing in progressive capabilities and tools that can enable advisors differentiate their practice and boost their benefit to purchasers. Technological know-how plays an integral part in our advisors’ practices, and we do additional than just deliver foremost applications. LPL takes advantage of integrated workflows and ground breaking business enterprise alternatives to produce a seamless user working experience so advisors have bigger capacity, much more ease and further assets to be ready to produce extra price to their customers. We glimpse ahead to a long-long lasting partnership with HPK Provident Advisors for a long time to occur.”
Advisors, find an LPL company development representative near you.
About LPL Economic
LPL Economical (Nasdaq: LPLA) was established on the basic principle that the company need to operate for the advisor, and not the other way about. Currently, LPL is a leader** in the marketplaces we provide, supporting additional than 19,000 financial advisors, 800 institution-dependent investment applications and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered product and the perception that Individuals ought to have accessibility to customized advice from a money advisor. At LPL, independence signifies that advisors have the independence they are entitled to to decide on the enterprise model, services, and technology means that allow them to run their fantastic exercise. And they have the flexibility to take care of their consumer interactions, because they know their purchasers very best. Basically place, we consider treatment of our advisors, so they can consider treatment of their customers.
** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Based on whole revenues, Economical Preparing magazine 1996-2021) No. 1 service provider of third-bash brokerage solutions to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Centered on prior business enterprise and signifies belongings that would have been custodied at LPL Economical, somewhat than third-party custodians. Noted assets and client quantities have not been independently and entirely confirmed by LPL Fiscal.
Securities and advisory providers offered through LPL Economic LLC, an SEC- registered broker-supplier and financial investment advisor. Member FINRA/ SIPC
In the course of this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or expense advisor associates affiliated with LPL Economical LLC. We routinely disclose information that may be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.
HPK Provident Advisors and LPL Money are independent entities.
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