LPL Financial, The Network Welcome Clearview Wealth Partners
CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Economic LLC declared currently that the freshly rebranded Clearview Prosperity Partners has joined LPL Financial’s broker-dealer, corporate registered financial investment advisor (RIA) and custodial platforms. They are aligned with The Monetary Solutions Network, an current LPL substantial organization. The Clearview crew documented obtaining served around $500 million in advisory, brokerage and retirement system assets*. They be a part of from Lincoln Money Advisors.
Clearview Prosperity Partners is a full-provider wealth management company that mostly serves business enterprise entrepreneurs, corporate executives and expert athletes. The workforce is led by handling companions and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow financial advisors Ashley Sawyer and Mike Lemas and a 4 member office environment help staff. They work out of three workplaces centered in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary accountability and determination to giving differentiated customer provider led them to uncover new companions in LPL and The Network. “We are excited to move to a entirely independent platform with LPL’s sturdy electronic technologies, put together with The Network’s area assist and supplemental resources. We consider our customers will gain from an enhanced knowledge ideal out of the gate with a single portal to entry account details, along with total transparency,” Roland claimed.
Westermeyer additional, “We are psyched to launch our new name and model, with the Clearview name denoting transparency. This go assures our consumers will have ground breaking instruments and sources out there to them. We glimpse forward to escalating our practice and encouraging purchasers make fantastic conclusions all over their financial well being, expense management, estate setting up, in general threat administration, organization continuity setting up, staff benefits and corporate retirement ideas.”
Christopher Mercado, running companion and chief investment decision strategist with The Financial Products and services Community, stated, “As the needs of extra refined prosperity management companies maximize, The Network’s company product continues to entice premier places of work across the state. We are delighted to welcome Jim, Invoice and the extended team at Clearview Prosperity Companions, as we glance ahead to operating together to elevate their shopper expertise as a result of our collective partnership with LPL Economic.”
Scott Posner, LPL government vice president, Small business Advancement, stated, “We welcome Jim, Monthly bill, Ashley and Mike to LPL, and congratulate The Network for expanding its local community of quality advisors. We are honored that the Clearview staff recognized LPL’s steadiness to serve as a extensive-time period spouse for their firm and customers. We remain committed to investing in our advisors’ organizations to provide differentiated abilities, integrated technology and innovative remedies intended to assistance them prosper. We appear ahead to a extended-long lasting romantic relationship with Clearview Prosperity Partners.”
Advisors, uncover an LPL organization development representative near you.
About LPL Financial
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the business really should do the job for the advisor, and not the other way around. Nowadays, LPL is a chief** in the markets we provide, supporting much more than 19,000 financial advisors, 800 institution-primarily based expense systems and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Us residents ought to have access to individualized direction from a monetary advisor. At LPL, independence signifies that advisors have the liberty they have earned to pick out the company model, providers, and technology sources that make it possible for them to operate their excellent observe. And they have the liberty to handle their consumer relationships, mainly because they know their consumers ideal. Simply just put, we take care of our advisors, so they can consider care of their clients.
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Centered on total revenues, Monetary Arranging magazine 1996-2021) No. 1 service provider of 3rd-bash brokerage solutions to banking institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior organization and signifies belongings that would have been custodied at LPL Fiscal, instead than 3rd-bash custodians. Described belongings and customer quantities have not been independently and fully confirmed by LPL Economical.
Securities and advisory providers provided by way of LPL Monetary LLC, an SEC- registered broker-dealer and expenditure advisor. Member FINRA/ SIPC
During this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment advisor associates affiliated with LPL Economical LLC. We routinely disclose data that could be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web page.
Clearview Prosperity Partners, The Money Solutions Network and LPL Monetary are individual entities.
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