CHARLOTTE, N.C., Dec. 02, 2021 (Globe NEWSWIRE) — LPL Financial LLC announced these days that HPK Provident Advisors has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms. The staff reported having served around $230 million in advisory and brokerage assets*, and joins LPL from FSC Securities Company, component of the Advisor Team network of broker-sellers.
The family-led company dates again to the early sixties when Ron Zucchelli established the Western Pennsylvania-based practice. His son-in-law and grandson, David Harper and Colin S. Harper CFP®, followed his footsteps as money advisors and are honored to carry on his legacy soon after his 2012 retirement. They were being joined shortly soon after by fellow advisors Michael Kutch CFA and Brian Paluso CFP®, CLU, RICP, AIF, and the organization has expanded to consist of one more registered workplace in Sarasota, Fla.
“The investment decision landscape has grown incredibly sophisticated in excess of the a long time, so we have brought jointly a staff of advisors who each and every bring unique specialties to the organization. We consider a collaborative technique to encouraging each and every and every single consumer to pursue their ambitions, performing as a result of our distinctive Desire money preparing approach: Find, Lower Tension, Expectations, Action Merchandise and Moving Forward,” David Harper stated.
As the staff continues to mature and deliver purchasers with elevated service activities, they turned to LPL for the next chapter of their journey. “We were being wanting for added means and revolutionary technologies with single indication-on, and we uncovered that with LPL. The go has simplified so several of our day-to-day duties, and we hope to get again a pair hundred, if not thousands, of hrs for every 12 months so we can enjoy executing what we do best: encouraging our purchasers,” Harper stated.
Scott Posner, LPL government vice president, Business enterprise Enhancement, said, “We increase a heat welcome to David, Colin, Michael and Brian, and we’re honored to help the significant function they are executing to carry on Ron’s legacy. We are fully commited to investing in revolutionary abilities and tools that can help advisors differentiate their practice and raise their worth to purchasers. Engineering performs an integral part in our advisors’ procedures, and we do extra than just supply major tools. LPL takes advantage of integrated workflows and revolutionary company methods to make a seamless user practical experience so advisors have bigger potential, extra ease and added means to be able to supply extra worth to their purchasers. We seem ahead to a extensive-long lasting connection with HPK Provident Advisors for a long time to appear.”
Advisors, uncover an LPL company progress representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the organization must function for the advisor, and not the other way all over. Now, LPL is a leader** in the marketplaces we serve, supporting extra than 19,000 money advisors, 800 institution-based investment decision plans and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Individuals ought to have entry to individualized assistance from a money advisor. At LPL, independence suggests that advisors have the independence they ought to have to opt for the company product, solutions, and technologies means that allow them to run their perfect practice. And they have the independence to manage their consumer interactions, for the reason that they know their purchasers best. Simply just set, we consider care of our advisors, so they can consider care of their purchasers.
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Independent Broker-Supplier in the U.S (Dependent on overall revenues, Financial Planning journal 1996-2021) No. one supplier of 3rd-social gathering brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior company and signifies assets that would have been custodied at LPL Financial, rather than 3rd-social gathering custodians. Described assets and consumer figures have not been independently and completely confirmed by LPL Financial.
Securities and advisory solutions available as a result of LPL Financial LLC, an SEC- registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
All over this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Financial LLC. We routinely disclose information and facts that may well be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
HPK Provident Advisors and LPL Financial are independent entities.
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