CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Money LLC announced right now that economic advisor Man Rodgers has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He described having served about $175 million in advisory and brokerage assets*. He joins LPL from Wells Fargo Economic Advisors Network.
After commencing his vocation as a spouse and children law firm, Rodgers identified the have to have for extra ethical financial advisors to aid people by way of instances of changeover, which include divorce, accidents or death. He shifted to his new occupation as an advisor in 2008, launching a practice concentrated on delivering innovative approaches and financial preparing to manual customers by means of changeover. Based mostly in Mansfield, Texas, Male Rodgers Private Prosperity Strategies also has a a few member assist crew, including his spouse, Gina, who serves as the firm’s business office manager, as very well as his assistant Aida Chianappi, who spent 20 decades as a paralegal for profitable loved ones legal professionals in Texas and now delivers a large-degree of service to the firm’s purchasers.
“The past few of yrs have been seeking on everyone, regardless of whether they are scheduling to retire, lost a occupation or suffered the death of a loved one,” Rodgers stated. “In the wake of an ongoing pandemic, it’s additional important now than at any time right before to have a experienced and ethical monetary advisor to assist put together for the sudden everyday living events.”
Hunting to elevate his follow, supply enhanced company in moments of disaster and run in his clients’ most effective fascination, Rodgers chose to go his business to LPL. He mentioned, “LPL delivers a wide breadth and depth of planning and financial commitment possibilities, and most importantly, will allow me to produce differentiated services experiences for my purchasers. Our slogan is ‘clarity, self esteem and concierge treatment,’ and I imagine LPL presents me the ideal possibility to offer all those people products and services to my purchasers.”
Scott Posner, LPL executive vice president, Small business Progress, stated, “We welcome Dude and his group into the LPL group and are fully commited to remaining their lengthy-term partner for many years to occur. We will keep on leveraging our scale to make ongoing investments in impressive technological innovation, most effective-in-course services encounters and other wealth management sources that provide worth and aid address the evolving needs of Male Rodgers Personal Wealth Procedures and all of our other customers.”
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About LPL Money
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the firm need to perform for the advisor, and not the other way all around. Today, LPL is a leader** in the marketplaces we provide, supporting far more than 19,000 economic advisors, 800 institution-based mostly investment packages and 450 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that People in america are worthy of access to goal steering from a financial advisor. At LPL, independence signifies that advisors have the flexibility they should have to choose the organization design, services, and technologies assets that allow for them to run their excellent observe. And they have the liberty to regulate their client interactions, for the reason that they know their clients ideal. Basically put, we just take treatment of our advisors, so they can choose treatment of their clients.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Based mostly on total revenues, Fiscal Scheduling journal 1996-2021) No. 1 provider of 3rd-occasion brokerage services to banks and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Centered on prior business and represents assets that would have been custodied at LPL Money, instead than 3rd-party custodians. Reported belongings and shopper figures have not been independently and entirely verified by LPL Economical.
Securities and advisory products and services offered by way of LPL Economical LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/ SIPC
In the course of this communication, the terms “financial advisors” and “advisors” are made use of to refer to registered associates and/or investment advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may be essential to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Male Rodgers Non-public Wealth Approaches and LPL Money are separate entities.
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