03/10/2022

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LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

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CHARLOTTE, N.C., Dec. fifteen, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) announced today that Lamont Economical Group has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms, aligning with huge enterprise JFC Advisor Community. The Lamont crew documented obtaining served approximately $200 million in advisory, brokerage and retirement approach property*. They be part of LPL from Securities The usa, part of the Advisor Group network of broker-dealers.

Positioned in Apparent Lake Financial institution & Have faith in in Mason Metropolis and Apparent Lake, Iowa, Lamont Economical Group was launched in 2013 and is comprised of monetary advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The business offers in depth and highly personalized monetary techniques to support customers grow, secure and in the long run, transfer their legacy. “We think monetary programs should really replicate each phase of existence its proprietor is in: no matter if it be purchasing a initially household, financing a kid’s school education or setting up for retirement,” stated Lamont, who primarily works with high-internet-value men and women who are operating in the direction of retirement or previously retired.

Wanting for higher office environment efficiencies and steadiness, the crew turned to LPL and JFC. Lamont stated, “I’m only as productive as my team, so it was important to locate a spouse who can support us help you save time and gain additional efficiencies from built-in know-how. LPL checked that box with ClientWorks and other progressive capabilities, all connected by a solitary sign-on functionality. On top rated of that, LPL is a Fortune five hundred firm with sizing and scale, which presents us steadiness and peace of head knowing that we are with a powerful spouse. We also respect the added provider, sources and expenditure designs supplied by JFC. It’s truly a good healthy all all-around.”

Jack Connealy, founder of JFC Advisor Community, stated, “We are thrilled to welcome Lamont Economical Group to our growing spouse and children of advisors. At JFC Advisor Community, we are dedicated to furthering the results of our advisors and elevating their techniques.We are honored to be entrusted with this mission by Lamont Economical Group, and glance forward to our partnership with Kris, Thomas, Amy and the entire crew.”

Scott Posner, LPL executive vice president, Enterprise Development, stated, “We welcome Kris, Thomas and Amy to the LPL community. We are proud to be their spouse by offering progressive sources, solutions and know-how that can support them be productive at just about every phase of their business’ lifecycle. We will continue to leverage our scale to carry benefit to advisors, furnishing them time-saving, built-in capabilities so they can emphasis on aiding their customers go after their lifelong monetary targets and aspirations. We congratulate JFC for its ongoing progress, and glance forward to a prolonged-long lasting partnership with both of those JFC and Lamont Economical Group.”

Advisors, locate an LPL business improvement representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was launched on the basic principle that the business should really perform for the advisor, and not the other way all-around. Right now, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 monetary advisors, 800 institution-centered expenditure systems and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Us residents have earned access to individualized advice from a monetary advisor. At LPL, independence implies that advisors have the freedom they have earned to choose the business product, companies, and know-how sources that make it possible for them to operate their ideal observe. And they have the freedom to handle their shopper relationships, simply because they know their customers very best. Basically set, we choose care of our advisors, so they can choose care of their customers.

*Primarily based on prior business and signifies property that would have been custodied at LPL Economical, somewhat than third-party custodians. Described property and shopper quantities have not been independently and absolutely verified by LPL Economical.

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Primarily based on complete revenues, Economical Arranging journal 1996-2021) No. one provider of third-party brokerage companies to financial institutions and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune five hundred as of June 2021

Securities and advisory companies supplied via LPL Economical LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC

Insurance policy items are supplied via LPL or its accredited affiliates. To the extent you are receiving expenditure suggestions from a separately registered independent expenditure advisor that is not an LPL Economical affiliate, remember to take note LPL Economical will make no illustration with respect to these types of entity.

If your monetary experienced is located at a financial institution or credit history union, remember to take note that the financial institution/credit history union is not registered as a broker-supplier or expenditure advisor. Registered associates of LPL may perhaps also be workforce of the financial institution/credit history union. These items and companies are getting supplied via LPL or its affiliates, which are independent entities from, and not affiliates of, the financial institution/credit history union.

Securities and insurance plan supplied via LPL or its affiliates are:

  • Not Insured by FDIC/NCUA or Any Other Federal government Agency
  • Not Financial institution/Credit score Union Assured
  • Not Financial institution/Credit score Union Deposits or Obligations
  • Could Eliminate Benefit

Through this conversation, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Lamont Economical Group, JFC Advisor Community, Apparent Lake Financial institution & Have faith in and LPL Economical are independent entities.

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Media Contact:
Lauren Hoyt-Williams
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