CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Economical LLC announced now that monetary advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Fiscal to launch an impartial apply, Outcome Non-public Prosperity. They are aligned with Stratos Prosperity Associates. The group documented obtaining served $1 billion in advisory, brokerage and retirement approach assets.* They join from Wells Fargo Advisors.
Primarily based in Salt Lake City, the trio of advisors has labored alongside one another for extra than a 10 years, just about every bringing a unique background and point of view to the agency. Collectively, they provide holistic investment decision suggestions, fiscal preparing and wealthcare to affluent people, specialists, business enterprise entrepreneurs and retirees. The Consequence Non-public Wealth team also involves 4 business help team associates.
“We are a real team with the very same main values, and we have created this apply with a laser concentration on fiscal outcomes for our clientele. Our goal is to assistance simplify the significantly complicated financial landscape and supply lasting methods to enable save clients’ time and dollars,” claimed Horne, a previous healthcare product sales manager who switched professions right after his economical planner encouraged him to assist others navigate their very own financial highway map.
The Outcome advisors turned to LPL and Stratos in their quest for more liberty and autonomy, as well as increased technologies and the means to supply consumers with differentiated activities. “Over the many years, we have been accustomed to serving clients with some of the most effective assets offered, but as we progressed, we acknowledged the want for a new lover. By relocating to LPL and Stratos, we have the adaptability to provide our clientele with revolutionary abilities and give them the encounters they have earned,” Howard claimed.
Kunz extra, “Our clientele are our No. 1 priority. After studying about all the additional sources from LPL and Stratos—everything from buying and selling abilities to customer administration application to added tax-dependent financial setting up tools—it was unachievable to stay. In a changing environment, we wished to deliver a lot more to the desk. We are energized to be in a place we can be proud of, and search ahead to supplying our consumers with a far more customized contact.”
The shift also supplies the staff with better options to grow their practice through M&A, as very well as produce additional revenue by operating intently with centers of influences, these kinds of as attorneys and CPAs.
Charles Shapiro, Stratos Founding Lover and Chief Advancement Officer, mentioned, “It is a extremely aggressive recruiting landscape, especially for high caliber personal banking groups. We are so honored that Jason, Chad, Shane and their team have picked to sign up for Stratos Prosperity as our newest companions. Utah has been a marvelous marketplace for our company’s progress and we are proud to help Result Prosperity in their growth strategies in the market.”
Scott Posner, LPL government vice president, Company Development, stated, “We extend a warm welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a workforce that was searching for a expansion spouse who could provide them for the long operate. For advisors to have the capacity to achieve their business’ total likely, they have to have a lover committed to their accomplishment one particular that has the scale, expertise and money to be able to devote and continuously evolve to fulfill the related wants of their business enterprise and clients. And that’s just what we do right here at LPL. Our singular mission is to support our advisors so they can take care of their purchasers. We seem ahead to a extended-lasting and successful relationship with Final result Non-public Wealth.”
Advisors, locate an LPL organization development representative near you.
About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was launched on the principle that the business really should function for the advisor, and not the other way about. Now, LPL is a leader in the markets we provide,** supporting nearly 20,000 money advisors, and close to 800 establishment-centered financial commitment courses and 500 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Us citizens have earned access to personalised advice from a fiscal advisor. At LPL, independence suggests that advisors have the freedom they ought to have to decide on the company product, providers, and technological know-how assets that make it possible for them to operate their best follow. And they have the independence to regulate their customer associations, for the reason that they know their clients most effective. Basically set, we take care of our advisors, so they can get treatment of their consumers.
About Stratos Wealth Associates
Stratos Wealth Associates is a primary unbiased, spouse owned and operated Registered Financial investment Advisory (RIA) company. Started in 2009, the agency delivers operational, strategic and income-generating means, as properly as, a reliable infrastructure allowing advisors the flexibility to develop and expand his/her very own company. Due to the fact its founding, Stratos has grown to 275 impartial advisors. Stratos Wealth Companions, Ltd., an SEC Registered Expenditure Advisor, manages about $10.33 billion in advisory belongings, and advises as a result of LPL Fiscal, about $8.28 billion in brokerage and 3rd party managed belongings for a total of $18.61 billion as of December 31, 2021.
**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S (Primarily based on whole revenues, Fiscal Organizing journal 1996-2021) No. 1 supplier of third-party brokerage services to banking companies and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated firms provide fiscal companies only from the United States.
* Price approximated primarily based on asset and holding particulars offered to LPL from the yr 2021
Securities and advisory companies offered by means of LPL Monetary LLC, an SEC-registered broker-seller and financial investment advisor. Member FINRA/ SIPC
Financial commitment assistance is also available as a result of Stratos Prosperity Partners, Ltd., a registered expense advisor.
All through this conversation, the conditions “financial advisors” and “advisors” are used to refer to registered associates and/or investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose info that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our website.
Final result Personal Prosperity, Stratos Wealth Associates and LPL Money are individual entities.
Link with Us!
https://www.linkedin.com/corporation/lpl-fiscal
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/consumer/lplfinancialllc
Media Contact:
Shannon Greene
(704) 996-1840
[email protected]
