03/10/2022

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LPL Financial Welcomes Elite Financial Network

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CHARLOTTE, N.C., Jan. 05, 2022 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced right now that Elite Economic Network has joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms. The huge organization described to LPL that it served close to $one billion in advisory, brokerage and retirement program property,* and joins LPL from Securities The united states, component of the Advisor Team network of broker-sellers.

Since 1992, Elite Economic Network has served shoppers in all features of their fiscal life. Established by President and CEO Dan Cairo, the Huntington Beach, Calif. team is comprised of thirty impartial fiscal advisors who acquire a holistic tactic to providing personalized companies and proactive prosperity administration. “Our target is to manual shoppers by the lots of fiscal milestones in their life, from preserving for a child’s school tuition to developing prosperity to living in retirement,” mentioned Cairo, who serves as the two fiscal advisor and organization chief. The firm’s management team also contains Craig Wong, handling associate, and Dan’s wife, Cindy Cairo, co-owner and CFO.

As Elite Economic Network continues to evolve, the team selected LPL for the following chapter of their company. “LPL is a strategic associate to assistance us reinvent ourselves,” Cairo mentioned. “We appreciate the advisor-centric lifestyle beneath the management of Dan Arnold, and it is apparent to us that LPL deeply cares about its advisors’ results. LPL gives us with accessibility to a extensive range of innovative abilities, company methods and study to assistance us supply shoppers with differentiated encounters as we deliver the most current market place updates, collaborative suggestions and financial investment alternatives.”

Cairo additional, “We have our eyes set on sizeable expansion and growth in excess of the following number of decades, and we are confident that this new partnership will give us a aggressive edge to assistance attract like-minded advisors. LPL’s network is expansive and its transition procedures are so efficient for advisors who may well be fascinated in joining our team. We expect terrific items ahead!”

Ken Hullings, LPL senior vice president, Enterprise Development, mentioned, “We warmly welcome Dan and the total Elite team to the LPL neighborhood. We are happy to be their associate of choice as they continue to evolve their exercise and deliver extra value to shoppers. Our mission and sole purpose is to acquire treatment of our advisors so they can acquire treatment of their shoppers. As a chief in the impartial room, LPL is committed to providing advisors with a sturdy electronic system alongside with substantial-good quality, innovative company methods built to assistance advisors differentiate their exercise and thrive. We glimpse forward to a extended-lasting and effective marriage with Elite Economic Network.”

Prospective Advisors, locate an LPL company development representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the principle that the company need to do the job for the advisor, and not the other way close to. Today, LPL is a chief** in the markets we serve, supporting extra than 19,000 fiscal advisors, 800 establishment-centered financial investment systems and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered product and the perception that Individuals are worthy of accessibility to personalized steerage from a fiscal advisor. At LPL, independence suggests that advisors have the flexibility they are worthy of to select the company product, companies, and technological know-how assets that permit them to operate their great exercise. And they have the flexibility to regulate their consumer associations, simply because they know their shoppers most effective. Basically put, we acquire treatment of our advisors, so they can acquire treatment of their shoppers.

** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Unbiased Broker-Vendor in the U.S (Based on total revenues, Economic Arranging journal 1996-2021) No. one supplier of 3rd-celebration brokerage companies to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

* Benefit approximated centered on asset and keeping details offered to LPL from the 12 months 2021

Securities and advisory companies supplied by LPL Economic LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC

All over this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or financial investment advisor associates affiliated with LPL Economic LLC. We routinely disclose data that may well be important to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Elite Economic Network and LPL Economic are independent entities.

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Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

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