March 29, 2024

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LPL Financial Welcomes Corpus Christi Financial Group

CHARLOTTE, N.C., Sept. 07, 2021 (World NEWSWIRE) — LPL Economic LLC declared today that Corpus Christi Economic Group has joined LPL Financial’s broker-vendor, company registered expenditure advisor (RIA) and custodial platforms. The advisors noted having served around $four hundred million in advisory, brokerage and retirement plan belongings*. They sign up for LPL from Voya, which was lately acquired by Cetera.

Led by running spouse Cory Summers CFP®, the Corpus Christi, Texas-dependent crew comprises of money advisors Kurt Emerick CFP®, Jim Mailhes CFP®, Alan Canine CPA, Justin Martinez and Ava “Diane” Smith, as effectively as two licensed assistants and five business office support personnel users. “With no minimums or cash flow amount specifications, we work with a diverse group of difficult-operating folks hunting to simplify their complex money lives,” Summers reported. “We acquire personal interactions with every single customer, and are targeted on money instruction to support them fully grasp the ‘why’ at the rear of the approaches and plans we put in place.”

Since Summers obtained Corpus Christi Economic Group in 2013, the observe has grown considerably in dimensions. Their advancement trajectory, coupled with the fact that their past agency was acquired, prompted the crew to obtain a new prosperity administration spouse. “We required a place we can simply call ‘home’ for the prolonged-phrase someplace we can aim on shoppers and not stress about the following improve,” Summers reported. “After in depth owing diligence, the whole crew decided that LPL would be the greatest spouse to support us offer our shoppers with modern technological innovation solutions that makes it possible for them to combination, plan and monitor all of their money factors in one particular place.”

As the business enterprise proceeds to extend, Summers also believes LPL assists put them in the greatest place to grow and bring in new advisors to the crew. From Working day 1, Summers will faucet into the firm’s high quality purchaser software provided by M&A Answers, as effectively as the Assurance Strategy to make sure business enterprise continuity in the event of an unplanned exit. He stated, “We want to spouse with retiring advisors to go on their legacy, and also make sure that our shoppers obtain constant service and support. Due to the fact eventually, it’s all about them.”

Scott Posner, LPL govt vice president, Organization Development, stated, “We warmly welcome Cory and the whole Corpus Christi crew to the LPL household. We are honored they acknowledged the value of partnering with LPL as they take ways to develop differentiated activities for their shoppers and build a prolonged-phrase plan for their business enterprise. We can spouse with them in a wide variety of approaches, such as building value-insert approaches like M&A more productive and value helpful. We seem ahead to supporting Corpus Christi Economic Group for numerous many years to appear as they work to build a more successful and sustainable observe.”

Read about other companies that lately joined LPL in the LPL Economic News and Media portion of LPL.com.

Advisors, obtain an LPL business enterprise advancement representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the principle that the agency should really work for the advisor, and not the other way all-around. Currently, LPL is a leader** in the marketplaces we provide, supporting more than 19,000 money advisors, 800 establishment-dependent expenditure packages and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens are entitled to accessibility to aim steering from a money advisor. At LPL, independence suggests that advisors have the freedom they are entitled to to choose the business enterprise design, services, and technological innovation assets that permit them to run their excellent observe. And they have the freedom to handle their customer interactions, because they know their shoppers greatest. Just put, we take treatment of our advisors, so they can take treatment of their shoppers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Dependent on total revenues, Economic Organizing magazine 1996-2021) No. 1 provider of 3rd-occasion brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021

*Dependent on prior business enterprise and represents belongings that would have been custodied at LPL Economic, alternatively than 3rd-occasion custodians. Noted belongings and customer figures have not been independently and completely verified by LPL Economic.

Securities and advisory services provided by way of LPL Economic LLC, an SEC– registered broker-vendor and expenditure advisor. Member FINRA/ SIPC

Through this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Economic LLC. We routinely disclose info that could be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.

Corpus Christi Economic Group and LPL Economic are individual entities.

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


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Supply: LPL Economic Holdings, Inc.