July 14, 2024


Expect exquisite business

LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management

CHARLOTTE, N.C., Sept. 29, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) declared now that the team at To start with Legacy Prosperity Administration has joined LPL Financial’s broker-dealer, company registered investment decision advisor (RIA) and custodial platforms, aligned with big enterprise JFC Advisor Community. The team reported serving more than $four hundred million in advisory, brokerage and retirement belongings*. They be a part of LPL from Avantax Financial commitment Products and services, section of Blucora.

With places of work in San Angelo and Massive Spring, Texas, To start with Legacy Prosperity Administration, with more than seventy five several years of merged expertise, is a tax-based mostly practice that strives to supply purchasers with individually personalized monetary tips focused on tax implications and extensive-term ambitions. Positioning them selves with CPAs, the team specializes in retirement belongings, wealth advancement and legacy arranging. “Our precedence is delivering a personalised expertise for our purchasers and staying a team they can constantly contact on,” said monetary advisor Dennis Reed, CPA. “We take pleasure in assisting our purchasers include charitable supplying in their monetary strategies, and we also function with community charities to aid them keep on to serve our neighborhood.”

Reed is joined at To start with Legacy by fellow advisors Lance Modawell, AAMS and Steve Stone, CPA, CFP®. They are supported by three full-time assistants, such as Reed’s son, Walter Reed, who is working towards an advisor part with strategies to eventually grow the practice to Houston. With each other, they are a near-knit team with huge market expertise.

Why LPL is their selected household
As the practice continues to mature, the To start with Legacy team identified to discover a new wealth administration lover to supply them with differentiated consumer activities and additional adaptability in how they work their company. “When we recognized LPL’s consumer-oriented company product aligned with ours, the alternative to move was an straightforward 1,” Reed said. “We will be backed by the firm’s trustworthy and unwavering assist that emboldens us to dictate our company product, further more acquire our practice and strengthen our consumer relationships. We are thrilled about the wide variety of possibilities and the consumer-helpful interface that LPL’s platforms have to supply. Our purchasers can be expecting a additional personalised and seamless on-line expertise, merged with our diligent assist providers.”

Jack Connealy, founder of JFC Advisor Community, mentioned, “JFC Advisor Community is thrilled to welcome To start with Legacy to our developing community of monetary specialists. At JFC, we are dedicated to furthering the accomplishment of our advisors and elevating their methods, and we are honored to be entrusted with this mission by To start with Legacy. We glance forward to supporting Dennis, Lance, Steve and the total To start with Legacy team.”

Scott Posner, LPL government vice president, Company Improvement, mentioned, “We welcome to Dennis, Steve and Lance to the LPL neighborhood and congratulate JFC for developing its community of good quality advisors. At LPL, we goal to redefine independence in our market and focus on 1 central function to serve our advisors. Our capabilities and methods are thoughtfully designed to let advisors work their practice successfully while paying additional time with their purchasers. We are frequently innovating our technology and affiliation versions, so our advisors can produce their fantastic practice and rise previously mentioned the level of competition. We glance forward to supporting To start with Legacy Prosperity Administration in a extensive-lasting partnership and assisting their company thrive.”

Study about other corporations that lately joined LPL in the LPL Economical News and Media segment of LPL.com.

Advisors, discover an LPL company development representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the theory that the organization must function for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we serve, supporting additional than 19,000 monetary advisors, 800 establishment-based mostly investment decision systems and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that People in america ought to have accessibility to aim guidance from a monetary advisor. At LPL, independence indicates that advisors have the independence they ought to have to pick out the company product, providers, and technology methods that make it possible for them to run their fantastic practice. And they have the independence to handle their consumer relationships, simply because they know their purchasers greatest. Merely place, we take care of our advisors, so they can take care of their purchasers.

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S. (Centered on complete revenues, Economical Planning magazine June 1996-2020) No. 1 supplier of 3rd-get together brokerage providers to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

*Centered on prior company and signifies belongings that would have been custodied at LPL Economical, alternatively than 3rd-get together custodians. Documented belongings and consumer figures have not been independently and completely verified by LPL Economical.

Securities and advisory providers supplied by way of LPL Economical LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

In the course of this conversation, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Economical LLC. We routinely disclose info that might be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our website.

To start with Legacy Prosperity Administration LLC, JFC Advisor Community and LPL Economical are separate entities.

Link with Us!




Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]