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Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 24, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today declared that monetary advisors Andy Walker and Christian Covey have launched a new practice, Walker Covey Prosperity Advisors, through affiliation with LPL Strategic Wealth Expert services product. Previously, the advisors had been aspect of a agency working with somewhere around $350 million in advisory, brokerage and retirement system property.* They be part of LPL from Commonwealth.

Dependent in Utah County, Walker and Covey are Brigham Youthful University graduates who teamed up to blend their strengths in get to assist shoppers superior recognize their finances and investments. “Working alongside one another, we have constructed a potent believe in in each other. We’re both of those grounded in our philosophy and systematic processes focused on principle-based mostly investing,” said Walker, managing husband or wife and chief government officer.

Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Client Products and services. “We are building a organization centered on belief –trust with just about every other and belief with our consumers. We’re dedicated to continuous training, increasing our skills and working tirelessly to do what’s in the greatest desire for our clients,” stated Covey, handling partner and chief financial commitment officer.

Movie: Satisfy Andy Walker and Christian Covey

Their client-centric mentality led the advisors to LPL Monetary, where they approach to expand their observe and present consumers with differentiated experiences. Walker and Covey recognize LPL’s integrated wealth management system and strong methods created to support advisors run a thriving apply. Also, LPL’s mission to just take treatment of its advisors so they can get treatment of their purchasers resonated with the Walker Covey team. But it was the extra layer of assistance offered by the LPL Strategic Wealth Providers design that cemented their final decision to transfer.

Personalised help from LPL Strategic Wealth Expert services
LPL Strategic Wealth Expert services provides personalised aid for every day operations and very long-term business enterprise administration. Groups are provided with award-profitable*** changeover guidance appropriate from the begin, as very well as ongoing strategic, administrative, advertising and CFO assist that allows advisors to remain concentrated on the enduring requirements of their purchasers, society and evolution of their follow. “LPL Strategic Wealth Expert services fills in the gaps so we do not need to get worried as much about factors like HR or preserving our web site. We are nonetheless working a organization, but this product helps us emphasis on what we do very best,” Covey stated.

Walker mentioned, “We are psyched to establish a apply where we can deliver our clientele with higher-contact assistance to aid decrease some of their fiscal problems.”

Scott Posner, LPL government vice president, Business Improvement, said, “We congratulate Andy and Christian on the launch of their new agency and are honored they turned to LPL to enable them construct their observe. We realize that advisors want the flexibility and overall flexibility to give differentiated activities as they produce customized economic assistance. We share that sentiment, and will continue on leveraging our scale to supply modern abilities and robust wealth administration assets that provide worth and tackle the relevant requirements of their purchasers. We warmly welcome Walker Covey into the LPL local community and look forward to supporting their good results for many years to arrive.”

Master far more at WalkerCovey.com. Adhere to the workforce on LinkedIn, Facebook, or Twitter

Advisors, discover an LPL enterprise development representative near you.

About LPL Financial:
LPL Economic (Nasdaq: LPLA) was established on the theory that the organization ought to function for the advisor, and not the other way around. These days, LPL is a chief** in the markets we serve, supporting more than 19,000 economical advisors, 800 establishment-primarily based investment decision programs and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that People in america ought to have entry to individualized steering from a economical advisor. At LPL, independence signifies that advisors have the freedom they deserve to select the enterprise product, services, and technology means that make it possible for them to operate their ideal observe. And they have the independence to manage their client interactions, simply because they know their clientele very best. Only put, we get treatment of our advisors, so they can acquire treatment of their clients.

* Benefit approximated primarily based on asset and holding details supplied to LPL from the year 2021

** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Primarily based on complete revenues, Fiscal Setting up journal 1996-2021) No. 1 service provider of 3rd-celebration brokerage products and services to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 Business as of June 2021

*** 2021 WealthManagment.com Award Winner, Custodian- Changeover Support

Securities and advisory companies provided through LPL Economic LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/SIPC. 

All through this communication, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor representatives affiliated with LPL Monetary LLC. We routinely disclose details that may be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Walker Covey Prosperity Advisors and LPL Economic are separate entities.

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