LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

Lavern Vogel

CHARLOTTE, N.C., Oct. 18, 2021 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced today that monetary advisor Peter Shunyia, CFP® has joined LPL Monetary to start his independent monetary exercise, Shunyia & Co. Private Wealth Advisors. He claimed having served somewhere around $150 million in advisory and retirement system belongings*. He joins LPL from Merrill Lynch.

Shunyia, a lifelong Michigan resident, operates his exercise in Troy, Mich., with the aid of a few office environment employees users. He has 20 several years of practical experience outlining monetary approaches for his customer base of significant-net-well worth people today, doctors, retirees and enterprise homeowners. Shunyia can take pride in his meticulous and personalized method to monetary guidance, which involves in depth suggestions, chance examination and monetary scheduling. “As an professional advisor, I do the job to realize my clients’ worries and aims, extensively explain my suggestions and deliver exceptional care and support,” explained Shunyia, who enjoys investing his time outside the house of do the job with his relatives, fly fishing and volunteering for conservation assignments.

Searching to serve his clients’ very best passions, broaden expense options and consider more handle of his enterprise, he chose to partner with LPL and align with The united states Group Retirement System Centers, a big company that supports LPL-affiliated advisors. “With the strong resources, innovative options and a large-achieving advisor community of a Fortune 500 enterprise, LPL is the ideal home for my monetary exercise,” Shunyia explained. “The enterprise offers almost everything that my shoppers and I are searching for — from built-in technological innovation to monetary scheduling applications. We also have the extra layer of aid from The united states Group to deliver the infrastructure and aid to permit me to do what I was carrying out in a wirehouse ecosystem with out lacking a conquer. Most importantly, this move permits me to target totally on using care of my clients’ wants.”

Joe Ruzycki, president and CEO of The united states Group Retirement System Centers, “We are fired up to welcome Peter as the ninety fiveth monetary advisor to be a part of our rising company. We consider his wealth of business expertise, put together with our sturdy aid and LPL’s strong system, will aid Peter create a productive independent exercise and stand out from the competition. It has been an absolute enjoyment getting to know Peter and serving to him with the transition and we glance ahead to our extended-long lasting partnership.”

Scott Posner, LPL executive vice president, Company Enhancement, stated, “We lengthen a warm welcome to Peter and congratulate him on launching his new independent exercise. Advisors are at the middle of almost everything we do, and we continuously invest in innovative capabilities to deliver them with differentiated aid and resources. We are very pleased to provide advisors with wealth management options and enterprise options built to aid set them earn in their current market and add price for shoppers. We congratulate The united states Group on rising its community of top quality advisors and glance ahead to supporting Shunyia & Co. Private Wealth Advisors for several years to occur.”

Examine about other companies that not too long ago joined LPL in the LPL Monetary News and Media area of LPL.com.

Advisors, find an LPL enterprise improvement representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the basic principle that the company really should do the job for the advisor, and not the other way all over. Currently, LPL is a leader** in the markets we serve, supporting more than 19,000 monetary advisors, 800 institution-based mostly expense packages and 450 independent RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Us residents are worthy of obtain to goal advice from a monetary advisor. At LPL, independence signifies that advisors have the flexibility they are worthy of to opt for the enterprise design, companies, and technological innovation resources that permit them to run their great exercise. And they have the flexibility to handle their customer relationships, due to the fact they know their shoppers very best. Only place, we consider care of our advisors, so they can consider care of their shoppers.

** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Based on full revenues, Monetary Scheduling journal June 1996-2020) No. 1 provider of 3rd-get together brokerage companies to banking companies and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Based on prior enterprise and signifies belongings that would have been custodied at LPL Monetary, rather than 3rd-get together custodians. Documented belongings and customer quantities have not been independently and fully verified by LPL Monetary.

Securities and advisory companies supplied by means of LPL Monetary LLC, an SEC- registered broker-seller and expense advisor. Member FINRA/ SIPC

Through this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered associates and/or expense advisor associates affiliated with LPL Monetary LLC. We routinely disclose information that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” area of our site.

The united states Group Retirement System Centers, Shunyia & Co. Private Wealth Advisors and LPL Monetary are independent entities.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

 

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