CHARLOTTE, N.C., Nov. 03, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared these days that River Towns Financial Expert services has joined LPL Financial’s broker-seller, company registered financial investment advisor (RIA) and custodial platforms, aligning with large organization JFC Advisor Network. The advisors reported owning served roughly $350 million in advisory, brokerage and retirement system property*. They join LPL from Cetera Financial Group.
With registered offices in Marietta, Beverly and Chillicothe, Ohio, River Towns has a prosperous background in the local community, starting as an insurance policy company in 1948 right before increasing into prosperity administration in 1985. Supervisor and Operator Michael Anthony is joined by founders Leslie Futrell and Rick Walters, as well as fellow financial advisors Stacey Brooks and Keith Thieman. They are assisted by a extensive-tenured four-member office environment assist staff.
“We are a local community-oriented staff and very pleased to serve the lots of smaller organization homeowners, retirees and farmers in our cities. We see our shoppers as an extension of our personal households, and we want what’s best for them,” Anthony mentioned. “We just take a staff solution to furnishing methods for each phase of everyday living, with services spanning from thorough financial scheduling to employee retirement system tactics.”
What helps established River Towns apart is that its five advisors every single represent a distinctive 10 years, ranging in age from mid-30s to early 70s. “We all provide exclusive encounters and differing sights to the staff to enable ensure our clients’ financial desires will be taken care of now and for generations to come,” Anthony mentioned.
Hunting for a new associate, the staff turned to LPL for the next chapter of their organization. “This move offers us the overall flexibility to go on to create the exercise on our personal phrases, placing our clients’ interests at the heart of almost everything we do. With LPL, we have the stability of a publicly-traded corporation together with impressive, integrated technological innovation that’s in a basic format, allowing us to shell out a lot more time with shoppers. There is practically nothing a lot more fulfilling than being capable to sit down confront-to-confront with shoppers and enable them work towards their financial goals.”
Jack Connealy, founder of JFC Advisor Network, said, “We are honored to welcome River Towns Financial Expert services to JFC Advisor Network. They have crafted an remarkable exercise, and their perseverance to elevating their organization is evidenced in their final decision to move to LPL and affiliate with JFC. In carrying out so, they placement on their own to even more their growth and success. They gain not only from the technological innovation, equipment and platforms of the greatest unbiased broker seller in the country, but at the very same time acquire a restricted-knit local community of advisors and have the assist and advocacy of our in depth group of industry experts at JFC. We glimpse forward to supporting Mike, Stacey, Keith, Les, Rickie, and the full River Towns staff.”
Scott Posner, LPL government vice president, Organization Enhancement, said, “We welcome Mike, Les, Rick, Stacey and Keith to the LPL local community and are very pleased that our unbiased system served as a differentiator for the River Towns staff. As a associate with scale, our motivation to services and ongoing investments in our advisors’ businesses is unwavering. We will go on to deliver impressive abilities and sturdy organization methods designed to enable advisors create their best exercise and provide extra price to their shoppers. We congratulate JFC on its continued growth and glimpse forward to a extensive-lasting relationship with both of those JFC and River Towns Financial Expert services.”
Advisors, uncover an LPL organization improvement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the basic principle that the business should work for the advisor, and not the other way around. Today, LPL is a leader** in the marketplaces we serve, supporting a lot more than 19,000 financial advisors, 800 establishment-based mostly financial investment packages and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Americans are worthy of obtain to goal advice from a financial advisor. At LPL, independence usually means that advisors have the flexibility they are worthy of to choose the organization design, services, and technological innovation means that enable them to run their best exercise. And they have the flexibility to control their customer interactions, for the reason that they know their shoppers best. Just put, we just take care of our advisors, so they can just take care of their shoppers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Centered on complete revenues, Financial Setting up journal 1996-2021) No. one company of 3rd-celebration brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Centered on prior organization and represents property that would have been custodied at LPL Financial, instead than 3rd-celebration custodians. Noted property and customer figures have not been independently and completely verified by LPL Financial.
Securities and advisory services offered by means of LPL Financial LLC, an SEC– registered broker-seller and financial investment advisor. Member FINRA/ SIPC
Throughout this communication, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose data that could be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our web page.
River Towns Financial Expert services, JFC Advisor Network and LPL Financial are separate entities.
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Media Speak to:Lauren Hoyt-Williams(980) 321-1232
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Supply: LPL Financial Holdings, Inc.
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