LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management

CHARLOTTE, N.C., Sept. 29, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) introduced these days that the group at First Legacy Wealth Administration has joined LPL Financial’s broker-vendor, corporate registered financial investment advisor (RIA) and custodial platforms, aligned with massive company JFC Advisor Community. The group documented serving more than $four hundred million in advisory, brokerage and retirement assets*. They be a part of LPL from Avantax Financial investment Services, portion of Blucora.

With workplaces in San Angelo and Significant Spring, Texas, First Legacy Wealth Administration, with more than 75 several years of merged knowledge, is a tax-dependent practice that strives to provide purchasers with separately tailored fiscal suggestions focused on tax implications and prolonged-expression targets. Positioning by themselves with CPAs, the group specializes in retirement assets, wealth growth and legacy arranging. “Our priority is delivering a personalised knowledge for our purchasers and staying a group they can usually phone on,” mentioned fiscal advisor Dennis Reed, CPA. “We get pleasure from supporting our purchasers include charitable supplying in their fiscal options, and we also operate with public charities to assistance them keep on to serve our neighborhood.”

Reed is joined at First Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP^®. They are supported by a few entire-time assistants, including Reed’s son, Walter Reed, who is doing work towards an advisor position with options to ultimately develop the practice to Houston. Alongside one another, they are a near-knit group with large business knowledge.

Why LPL is their picked out house
As the practice carries on to increase, the First Legacy group determined to locate a new wealth management partner to provide them with differentiated client experiences and much more adaptability in how they function their business enterprise. “When we recognized LPL’s client-oriented business enterprise product aligned with ours, the option to transfer was an uncomplicated a single,” Reed mentioned. “We will be backed by the firm’s dependable and unwavering support that emboldens us to dictate our business enterprise product, even further create our practice and improve our client associations. We are thrilled about the assortment of options and the consumer-friendly interface that LPL’s platforms have to offer. Our purchasers can assume a much more personalised and seamless on the net knowledge, merged with our diligent support solutions.”

Jack Connealy, founder of JFC Advisor Community, stated, “JFC Advisor Community is thrilled to welcome First Legacy to our increasing network of fiscal specialists. At JFC, we are dedicated to furthering the accomplishment of our advisors and elevating their techniques, and we are honored to be entrusted with this mission by First Legacy. We glance ahead to supporting Dennis, Lance, Steve and the complete First Legacy group.”

Scott Posner, LPL executive vice president, Small business Progress, stated, “We welcome to Dennis, Steve and Lance to the LPL neighborhood and congratulate JFC for increasing its network of high quality advisors. At LPL, we aim to redefine independence in our business and concentration on a single central objective to serve our advisors. Our capabilities and assets are thoughtfully developed to permit advisors function their practice competently whilst paying much more time with their purchasers. We are continually innovating our technological know-how and affiliation versions, so our advisors can make their best practice and rise earlier mentioned the level of competition. We glance ahead to supporting First Legacy Wealth Administration in a prolonged-lasting partnership and supporting their business enterprise thrive.”

Read about other firms that just lately joined LPL in the LPL Money News and Media area of LPL.com.

Advisors, locate an LPL business enterprise development representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the principle that the company need to operate for the advisor, and not the other way all over. Now, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 fiscal advisors, 800 establishment-dependent financial investment courses and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Us residents should have obtain to goal advice from a fiscal advisor. At LPL, independence means that advisors have the independence they should have to pick the business enterprise product, solutions, and technological know-how assets that make it possible for them to operate their best practice. And they have the independence to take care of their client associations, due to the fact they know their purchasers most effective. Only set, we choose care of our advisors, so they can choose care of their purchasers.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Seller in the U.S. (Centered on complete revenues, Money Scheduling journal June 1996-2020) No. one supplier of third-occasion brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

*Centered on prior business enterprise and represents assets that would have been custodied at LPL Money, alternatively than third-occasion custodians. Claimed assets and client quantities have not been independently and totally verified by LPL Money.

Securities and advisory solutions supplied through LPL Money LLC, an SEC-registered broker-vendor and financial investment advisor. Member FINRA/ SIPC

Throughout this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.

First Legacy Wealth Administration LLC, JFC Advisor Community and LPL Money are independent entities.

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Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]