CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced right now that father and son economical advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an present LPL business. The father-son staff joins from Raymond James and claimed to LPL it served about $200 million in advisory, brokerage and retirement program property*.
Collectively, the pair brings more than 60 several years of encounter supporting a range of shoppers via tailored investment and wealth administration approaches that deal with their special requirements. With a history in information technological know-how, Jeremy grew up looking at his father make a change in the life of company owners, corporate executives, health care experts, family members and retirees by serving to them perform towards their goals by means of personalised financial planning. He later went on to work together with Steve in advance of in the end having on a guide purpose in their practice in 2014.
“As a relatives staff that has labored with each other for above a 10 years, my father and I are in lock move about what it usually means to be a fiscal companion,” Jeremy reported. “We’ve recognised numerous of our consumers for years and come across excellent fulfilment in encouraging them do the job toward their goals and fiscal milestones.”
In thinking about how to deliver their customers with the greatest feasible resources to provide their economical aims, Jeremy and his father determined they required a more adaptable business product, turning Silverleaf and LPL for the next chapter of their journey.
“Ever because I was a kid, it is been my desire to very own my life’s do the job – and this go to Silverleaf, accompanied by the backing of LPL, will permit me to do accurately that,” Jeremy claimed. “LPL provides the overall flexibility to run my business the way I want to and serve our clients’ comprehensive fiscal requires. Consumers want a holistic approach to their finances, and with the skill to faucet into industry experts these as CPAs and lawyers, I can give my clientele differentiated services experiences and the attention they are worthy of.”
Justin Gibson, president of Silverleaf Wealth Administration, said, “We’re thrilled to welcome Jeremy and Steve to the household, and are honored they turned to us as they evolve their apply. At Silverleaf, we consider our teamwork solution provides a broader standpoint to all we do and delivers improved positive aspects to our advisors and purchasers. Together with LPL, we will do the job tricky to support the Friedman team as they develop their small business and keep on to supply their clientele base with extraordinary care and consideration.”
Scott Posner, LPL executive vice president, Business enterprise Enhancement, mentioned, “We extend a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on incorporating two top quality monetary advisors to their network. We’re self-confident that LPL’s innovative technology and differentiated assistance encounters will give a audio foundation for Jeremy and Steve’s ongoing expansion. We glimpse ahead to a extended-long lasting and prosperous partnership with them and the Silverleaf team.”
Advisors, come across an LPL business enterprise development representative near you.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was established on the basic principle that the organization should really operate for the advisor, and not the other way all-around. Today, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 economical advisors, 800 institution-based investment decision applications and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Americans deserve entry to personalized steering from a monetary advisor. At LPL, independence implies that advisors have the liberty they should have to pick the company design, solutions, and know-how assets that let them to operate their best apply. And they have the freedom to take care of their shopper associations, due to the fact they know their customers best. Simply put, we get care of our advisors, so they can just take treatment of their clients.
* Value approximated primarily based on asset and keeping particulars offered to LPL from the calendar year 2021
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S. (Primarily based on whole revenues, Fiscal Arranging journal 1996-2021) No. 1 service provider of third-party brokerage services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – based on claimed Property Underneath Management by Silverleaf Advisor Team – a registered investment advisor.
Securities and advisory providers available by LPL Financial LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/ SIPC Advisory Expert services also supplied via Silverleaf Advisor Group, a registered investment decision adviser.
In the course of this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered associates and/or financial commitment advisor reps affiliated with LPL Monetary LLC. We routinely disclose information and facts that could be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Silverleaf Prosperity Administration, Silverleaf Advisor Group and LPL Money are separate entities.
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