CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Economic LLC declared these days that the recently rebranded Clearview Wealth Associates has joined LPL Financial’s broker-supplier, corporate registered expense advisor (RIA) and custodial platforms. They are aligned with The Economic Products and services Community, an existing LPL significant business. The Clearview team claimed getting served close to $500 million in advisory, brokerage and retirement prepare property*. They join from Lincoln Economic Advisors.
Clearview Wealth Associates is a entire-company prosperity administration firm that largely serves small business homeowners, corporate executives and expert athletes. The team is led by controlling partners and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow economic advisors Ashley Sawyer and Mike Lemas and a four member office environment assist staff. They operate out of a few places of work primarily based in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary duty and dedication to furnishing differentiated shopper company led them to uncover new partners in LPL and The Community. “We are excited to transfer to a fully independent platform with LPL’s sturdy digital technological innovation, combined with The Network’s regional assist and extra methods. We consider our consumers will reward from an increased practical experience right out of the gate with a single portal to accessibility account details, together with entire transparency,” Roland mentioned.
Westermeyer added, “We are excited to start our new identify and model, with the Clearview identify denoting transparency. This transfer ensures our consumers will have innovative tools and methods readily available to them. We look ahead to growing our practice and assisting consumers make great selections close to their economic well being, expense administration, estate arranging, total chance administration, small business continuity arranging, worker rewards and corporate retirement plans.”
Christopher Mercado, controlling husband or wife and chief expense strategist with The Economic Products and services Community, stated, “As the desires of extra advanced prosperity administration corporations improve, The Network’s small business model continues to appeal to leading places of work across the region. We are delighted to welcome Jim, Invoice and the prolonged team at Clearview Wealth Associates, as we look ahead to doing the job jointly to elevate their shopper practical experience as a result of our collective partnership with LPL Economic.”
Scott Posner, LPL govt vice president, Business enterprise Growth, stated, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Community for growing its local community of high quality advisors. We are honored that the Clearview team recognized LPL’s steadiness to serve as a extensive-term husband or wife for their firm and consumers. We continue to be dedicated to investing in our advisors’ firms to provide differentiated abilities, built-in technological innovation and innovative methods made to aid them thrive. We look ahead to a extensive-lasting relationship with Clearview Wealth Associates.”
Advisors, uncover an LPL small business growth representative near you.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the principle that the firm must work for the advisor, and not the other way close to. Today, LPL is a leader** in the marketplaces we serve, supporting extra than 19,000 economic advisors, 800 establishment-primarily based expense systems and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People in america should have accessibility to customized steerage from a economic advisor. At LPL, independence indicates that advisors have the flexibility they should have to pick the small business model, companies, and technological innovation methods that allow for them to operate their great practice. And they have the flexibility to deal with their shopper interactions, due to the fact they know their consumers ideal. Simply place, we acquire treatment of our advisors, so they can acquire treatment of their consumers.
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Independent Broker-Vendor in the U.S (Primarily based on total revenues, Economic Planning journal 1996-2021) No. one service provider of third-social gathering brokerage companies to banks and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Primarily based on prior small business and signifies property that would have been custodied at LPL Economic, alternatively than third-social gathering custodians. Reported property and shopper quantities have not been independently and fully confirmed by LPL Economic.
Securities and advisory companies made available as a result of LPL Economic LLC, an SEC- registered broker-supplier and expense advisor. Member FINRA/ SIPC
Through this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economic LLC. We routinely disclose details that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our web page.
Clearview Wealth Associates, The Economic Products and services Community and LPL Economic are individual entities.
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