CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Money LLC announced currently that fiscal advisor Person Rodgers has joined LPL Financial’s broker-dealer, corporate registered expense advisor (RIA) and custodial platforms. He documented getting served about $175 million in advisory and brokerage property*. He joins LPL from Wells Fargo Money Advisors Network.
Following starting off his job as a household law firm, Rodgers recognized the need to have for extra ethical fiscal advisors to support persons by means of periods of changeover, such as divorce, injuries or loss of life. He shifted to his new job as an advisor in 2008, launching a practice concentrated on delivering innovative approaches and fiscal arranging to tutorial customers by means of changeover. Based in Mansfield, Texas, Person Rodgers Personal Wealth Strategies also has a 3 member aid crew, such as his spouse, Gina, who serves as the firm’s office environment supervisor, as properly as his assistant Aida Chianappi, who used twenty years as a paralegal for effective household lawyers in Texas and now gives a superior-stage of assistance to the firm’s customers.
“The final few of years have been striving on everybody, no matter whether they’re arranging to retire, dropped a position or suffered the loss of life of a cherished a single,” Rodgers claimed. “In the wake of an ongoing pandemic, it is extra essential now than at any time ahead of to have a well-informed and ethical fiscal advisor to support prepare for the surprising existence gatherings.”
Hunting to elevate his practice, present enhanced assistance in periods of disaster and operate in his clients’ ideal curiosity, Rodgers selected to transfer his business to LPL. He said, “LPL gives a wide breadth and depth of arranging and expense decisions, and most importantly, enables me to generate differentiated assistance experiences for my customers. Our slogan is ‘clarity, confidence and concierge care,’ and I believe that LPL gives me the ideal option to present all people products and services to my customers.”
Scott Posner, LPL govt vice president, Business Growth, said, “We welcome Person and his crew into the LPL group and are committed to staying their extended-time period partner for years to come. We will keep on leveraging our scale to make ongoing investments in ground breaking technologies, ideal-in-class assistance experiences and other prosperity management resources that produce benefit and support address the evolving requires of Person Rodgers Personal Wealth Strategies and all of our other customers.”
Read about other firms that lately joined LPL in the LPL Money Information and Media area of LPL.com.
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About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the business should work for the advisor, and not the other way close to. Now, LPL is a chief** in the markets we provide, supporting extra than 19,000 fiscal advisors, 800 establishment-dependent expense plans and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that People are worthy of obtain to aim steerage from a fiscal advisor. At LPL, independence implies that advisors have the flexibility they are worthy of to decide on the business design, products and services, and technologies resources that let them to run their perfect practice. And they have the flexibility to handle their consumer interactions, simply because they know their customers ideal. Simply place, we take care of our advisors, so they can take care of their customers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Dealer in the U.S (Based on full revenues, Money Preparing magazine 1996-2021) No. one provider of 3rd-bash brokerage products and services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Based on prior business and signifies property that would have been custodied at LPL Money, relatively than 3rd-bash custodians. Noted property and consumer numbers have not been independently and absolutely verified by LPL Money.
Securities and advisory products and services supplied by means of LPL Money LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/ SIPC
All through this conversation, the phrases “financial advisors” and “advisors” are used to refer to registered representatives and/or expense advisor representatives affiliated with LPL Money LLC. We routinely disclose data that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Person Rodgers Personal Wealth Strategies and LPL Money are separate entities.
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Resource: LPL Money Holdings, Inc.
