CHARLOTTE, N.C., Nov. 23, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC introduced now that the freshly rebranded Clearview Prosperity Companions has joined LPL Financial’s broker-seller, corporate registered expenditure advisor (RIA) and custodial platforms. They are aligned with The Fiscal Expert services Community, an present LPL significant enterprise. The Clearview team noted owning served about $500 million in advisory, brokerage and retirement strategy belongings*. They be a part of from Lincoln Fiscal Advisors.
Clearview Prosperity Companions is a whole-assistance prosperity management agency that mostly serves enterprise proprietors, corporate executives and experienced athletes. The team is led by controlling companions and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow financial advisors Ashley Sawyer and Mike Lemas and a four member business aid staff. They function out of 3 offices based mostly in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary responsibility and determination to giving differentiated customer assistance led them to uncover new companions in LPL and The Community. “We are psyched to go to a thoroughly impartial platform with LPL’s strong electronic technological know-how, merged with The Network’s nearby aid and extra sources. We think our consumers will advantage from an increased experience ideal out of the gate with a single portal to entry account information, alongside with whole transparency,” Roland stated.
Westermeyer additional, “We are psyched to start our new identify and manufacturer, with the Clearview identify denoting transparency. This go makes sure our consumers will have innovative equipment and sources accessible to them. We seem forward to escalating our practice and aiding consumers make very good decisions all-around their financial overall health, expenditure management, estate scheduling, total danger management, enterprise continuity scheduling, personnel rewards and corporate retirement ideas.”
Christopher Mercado, controlling associate and chief expenditure strategist with The Fiscal Expert services Community, said, “As the wants of far more advanced prosperity management corporations maximize, The Network’s enterprise design proceeds to draw in premier offices throughout the place. We are delighted to welcome Jim, Invoice and the prolonged team at Clearview Prosperity Companions, as we seem forward to operating jointly to elevate their customer experience as a result of our collective partnership with LPL Fiscal.”
Scott Posner, LPL government vice president, Organization Enhancement, said, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Community for escalating its community of good quality advisors. We are honored that the Clearview team regarded LPL’s security to provide as a lengthy-time period associate for their agency and consumers. We remain fully commited to investing in our advisors’ enterprises to provide differentiated abilities, integrated technological know-how and innovative solutions built to help them prosper. We seem forward to a lengthy-lasting marriage with Clearview Prosperity Companions.”
Advisors, uncover an LPL enterprise enhancement representative near you.
About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the theory that the agency must get the job done for the advisor, and not the other way all-around. Now, LPL is a leader** in the marketplaces we provide, supporting far more than 19,000 financial advisors, 800 establishment-based mostly expenditure systems and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Us citizens are worthy of entry to customized steering from a financial advisor. At LPL, independence signifies that advisors have the flexibility they are worthy of to pick the enterprise design, expert services, and technological know-how sources that enable them to run their ideal practice. And they have the flexibility to manage their customer relationships, because they know their consumers finest. Just set, we choose care of our advisors, so they can choose care of their consumers.
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Based on full revenues, Fiscal Preparing journal 1996-2021) No. 1 provider of 3rd-occasion brokerage expert services to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based on prior enterprise and represents belongings that would have been custodied at LPL Fiscal, rather than 3rd-occasion custodians. Described belongings and customer quantities have not been independently and thoroughly confirmed by LPL Fiscal.
Securities and advisory expert services offered as a result of LPL Fiscal LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/ SIPC
All over this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information that could be significant to shareholders in the “Investor Relations” or “Press Releases” area of our site.
Clearview Prosperity Companions, The Fiscal Expert services Community and LPL Fiscal are separate entities.
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