Financial Advisor Bob Trent and Team Join Linsco by LPL Financial

Lavern Vogel

CHARLOTTE, N.C., Dec. 13, 2021 (World NEWSWIRE) — LPL Money LLC introduced today that money advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Money, the firm’s worker advisor product. In joining, he will launch his new unbiased follow, Trent Prosperity Administration of LPL Money. He documented acquiring served roughly $two hundred million in advisory, brokerage and retirement plan assets*, and joins LPL from Wells Fargo Advisors.

Bob Trent commenced his occupation in company finance and advertising and marketing before shifting to the money providers business in 2002. The transfer to LPL was the following phase towards creating a manufacturer and multi-generational small business to serve clientele for a long time to arrive. With Trent Prosperity Administration of LPL Financial’s launch, Bob Trent will be the 1st advisor in a new Linsco office in Santa Rosa, Calif. He is joined by Senior Client Support Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to develop the team’s contact to the following era of clientele.

“We spent a good deal of time on owing diligence to obtain the greatest wealth administration agency to serve our clientele, each now and into the upcoming,” Trent claimed. “LPL stood out as a clear business leader, and presents us the independence to run our small business on our own conditions, with additional liberty to manage portfolios as we see match for our clientele. We will also profit significantly from LPL’s expansive analysis and revolutionary know-how, which permits us to work additional rapidly and proficiently. We believe that the simplicity of accomplishing small business at LPL will produce additional time for us to company clientele at a better degree.”

Linsco by LPL delivers additional layer of help
The Trent crew claimed they appreciate the increased degree of help offered by LPL’s Linsco worker product, which include the true estate sourcing and added advertising and marketing resources to aid establish out their web page and communicate additional proficiently with clientele. Linsco advisors have manufacturer autonomy and the ability to make their own selections on the day by day operations inside of their follow. With entry to LPL’s built-in wealth administration platform and revolutionary resources, they are equipped with the tools they want to produce differentiated encounters for clientele. Also, Linsco advisors get detailed turnkey help that features administrative qualified providers and an seasoned branch administration crew to aid help their ambitions and method.

Scott Posner, LPL government vice president, Enterprise Growth, claimed, “We welcome Bob and Anthea to the Linsco family, and are honored they turned to LPL to aid establish their great follow. We also welcome Oliver to our signature Advisor Institute method, which allows up and coming advisors gain worthwhile on-the-work knowledge when laying the groundwork for extended-term advancement. At LPL, we basically believe that that advisors really should serve their clientele the way they feel is greatest, with alternative and versatility in how they establish their small business. We will help their eyesight and small business ambitions by offering advisors with revolutionary abilities and small business alternatives intended to meet advisors exactly where they are in the evolution of their follow. We appear ahead to a extended-lasting and exciting journey with Trent Prosperity Administration, and are thrilled to develop the Linsco existence in Santa Rosa.”

Connected
Within the Linsco by LPL Money product

Advisors, obtain an LPL small business development representative near you.

About LPL Money:
LPL Money (Nasdaq: LPLA) was founded on the basic principle that the agency really should work for the advisor, and not the other way all around. Nowadays, LPL is a leader** in the markets we serve, supporting additional than 19,000 money advisors, 800 institution-dependent expense applications and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that People are worthy of entry to personalised steerage from a money advisor. At LPL, independence implies that advisors have the liberty they are worthy of to pick the small business product, providers, and know-how resources that allow them to run their great follow. And they have the liberty to manage their client interactions, mainly because they know their clientele greatest. Basically set, we acquire treatment of our advisors, so they can acquire treatment of their clientele.

*Based on prior small business and signifies assets that would have been custodied at LPL Money, alternatively than third-social gathering custodians. Documented assets and client figures have not been independently and fully confirmed by LPL Money.

** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Independent Broker-Dealer in the U.S (Based on overall revenues, Money Setting up journal 1996-2021) No. one company of third-social gathering brokerage providers to banking institutions and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune five hundred as of June 2021.

Securities and advisory providers supplied by LPL Money LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/SIPC. 

All through this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or expense advisor reps affiliated with LPL Money LLC. We routinely disclose details that could be important to shareholders in the “Investor Relations” or “Press Releases” section of our web page.

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Media Speak to:

Lauren Hoyt-Williams(980) 321-1232
[email protected]


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Source: LPL Money Holdings, Inc.

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