CHARLOTTE, N.C., Dec. 13, 2021 (World NEWSWIRE) — LPL Money LLC introduced nowadays that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Money, the firm’s personnel advisor model. In signing up for, he will start his new unbiased exercise, Trent Prosperity Management of LPL Money. He reported getting served around $two hundred million in advisory, brokerage and retirement approach belongings*, and joins LPL from Wells Fargo Advisors.
Bob Trent commenced his career in corporate finance and promoting before shifting to the financial expert services marketplace in 2002. The transfer to LPL was the upcoming move toward making a brand name and multi-generational business enterprise to provide consumers for decades to come. With Trent Prosperity Management of LPL Financial’s start, Bob Trent will be the first advisor in a new Linsco business in Santa Rosa, Calif. He is joined by Senior Shopper Services Affiliate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to expand the team’s contact to the upcoming generation of consumers.
“We spent a great deal of time on because of diligence to come across the very best wealth administration organization to provide our consumers, both of those now and into the upcoming,” Trent explained. “LPL stood out as a crystal clear marketplace leader, and provides us the independence to run our business enterprise on our possess conditions, with far more liberty to regulate portfolios as we see suit for our consumers. We will also gain enormously from LPL’s expansive research and revolutionary technologies, which enables us to operate far more speedily and successfully. We believe the ease of accomplishing business enterprise at LPL will build far more time for us to company consumers at a larger level.”
Linsco by LPL presents included layer of assistance
The Trent staff explained they enjoy the increased level of assistance offered by LPL’s Linsco personnel model, which include the serious estate sourcing and added promoting resources to enable create out their internet site and converse far more successfully with consumers. Linsco advisors have brand name autonomy and the skill to make their possess decisions on the day-to-day operations in just their exercise. With entry to LPL’s integrated wealth administration system and revolutionary resources, they are geared up with the tools they require to build differentiated encounters for consumers. Furthermore, Linsco advisors acquire in depth turnkey assistance that consists of administrative expert expert services and an seasoned department administration staff to enable assistance their goals and technique.
Scott Posner, LPL executive vice president, Company Growth, explained, “We welcome Bob and Anthea to the Linsco relatives, and are honored they turned to LPL to enable create their ideal exercise. We also welcome Oliver to our signature Advisor Institute application, which aids up and coming advisors achieve important on-the-work encounter whilst laying the groundwork for lengthy-expression progress. At LPL, we basically believe that advisors need to provide their consumers the way they imagine is very best, with preference and flexibility in how they create their business enterprise. We will assistance their vision and business enterprise goals by delivering advisors with revolutionary capabilities and business enterprise alternatives developed to meet advisors wherever they are in the evolution of their exercise. We search forward to a lengthy-long lasting and exciting journey with Trent Prosperity Management, and are thrilled to expand the Linsco existence in Santa Rosa.”
Within the Linsco by LPL Money model
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About LPL Money:
LPL Money (Nasdaq: LPLA) was founded on the basic principle that the organization need to operate for the advisor, and not the other way all-around. Currently, LPL is a leader** in the markets we provide, supporting far more than 19,000 financial advisors, 800 institution-primarily based financial investment plans and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us citizens deserve entry to personalised steerage from a financial advisor. At LPL, independence suggests that advisors have the liberty they deserve to decide on the business enterprise model, expert services, and technologies resources that allow them to run their ideal exercise. And they have the liberty to regulate their shopper relationships, because they know their consumers very best. Only place, we choose care of our advisors, so they can choose care of their consumers.
*Based on prior business enterprise and signifies belongings that would have been custodied at LPL Money, somewhat than 3rd-get together custodians. Claimed belongings and shopper numbers have not been independently and totally confirmed by LPL Money.
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S (Based on complete revenues, Money Setting up magazine 1996-2021) No. 1 company of 3rd-get together brokerage expert services to banking companies and credit score unions (2019-2020 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune five hundred as of June 2021.
Securities and advisory expert services made available by LPL Money LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/SIPC.
During this interaction, the conditions “financial advisors” and “advisors” are used to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Money LLC. We routinely disclose info that may well be critical to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
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Source: LPL Money Holdings, Inc.