LPL Financial, JFC Advisor Network Welcome Lamont Financial Group
CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) declared right now that Lamont Monetary Group has joined LPL Financial’s broker-dealer, corporate registered expenditure advisor (RIA) and custodial platforms, aligning with substantial business JFC Advisor Network. The Lamont crew claimed obtaining served about $200 million in advisory, brokerage and retirement plan assets*. They join LPL from Securities The usa, component of the Advisor Group community of broker-sellers.
Positioned in Apparent Lake Financial institution & Trust in Mason Metropolis and Apparent Lake, Iowa, Lamont Monetary Group was started in 2013 and is comprised of economic advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The company features detailed and very custom-made economic methods to help purchasers develop, safeguard and finally, transfer their legacy. “We believe economic programs really should reflect each stage of life its proprietor is in: whether it be obtaining a initially house, funding a child’s school instruction or preparing for retirement,” reported Lamont, who generally operates with substantial-web-worthy of people today who are performing toward retirement or presently retired.
Looking for larger workplace efficiencies and stability, the crew turned to LPL and JFC. Lamont said, “I’m only as effective as my workers, so it was important to locate a associate who can help us help save time and attain far more efficiencies from built-in technological innovation. LPL checked that box with ClientWorks and other innovative capabilities, all connected by a solitary indicator-on operation. On best of that, LPL is a Fortune 500 enterprise with measurement and scale, which presents us stability and peace of thoughts figuring out that we are with a robust associate. We also enjoy the added support, sources and expenditure designs furnished by JFC. It’s definitely a superior suit all all over.”
Jack Connealy, founder of JFC Advisor Network, said, “We are thrilled to welcome Lamont Monetary Group to our rising household of advisors. At JFC Advisor Network, we are dedicated to furthering the good results of our advisors and elevating their techniques.We are honored to be entrusted with this mission by Lamont Monetary Group, and search forward to our partnership with Kris, Thomas, Amy and the total crew.”
Scott Posner, LPL government vice president, Organization Advancement, said, “We welcome Kris, Thomas and Amy to the LPL local community. We are proud to be their associate by offering innovative sources, methods and technological innovation that can help them be effective at just about every stage of their business’ lifecycle. We will proceed to leverage our scale to deliver worth to advisors, delivering them time-preserving, built-in capabilities so they can target on aiding their purchasers pursue their lifelong economic targets and aspirations. We congratulate JFC for its continued development, and search forward to a lengthy-long lasting partnership with each JFC and Lamont Monetary Group.”
Advisors, locate an LPL business enterprise growth representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the company really should do the job for the advisor, and not the other way all over. Now, LPL is a leader** in the markets we serve, supporting far more than 19,000 economic advisors, 800 establishment-centered expenditure applications and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Individuals have earned obtain to personalized direction from a economic advisor. At LPL, independence indicates that advisors have the flexibility they have earned to pick the business enterprise design, services, and technological innovation sources that permit them to run their fantastic follow. And they have the flexibility to take care of their shopper interactions, due to the fact they know their purchasers best. Only set, we get treatment of our advisors, so they can get treatment of their purchasers.
*Dependent on prior business enterprise and signifies assets that would have been custodied at LPL Monetary, rather than 3rd-party custodians. Reported assets and shopper figures have not been independently and fully verified by LPL Monetary.
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Unbiased Broker-Dealer in the U.S (Dependent on total revenues, Monetary Planning journal 1996-2021) No. one provider of 3rd-party brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021
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Lamont Monetary Group, JFC Advisor Network, Apparent Lake Financial institution & Trust and LPL Monetary are different entities.
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