CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced now that father and son economical advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-supplier, hybrid registered financial investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Administration, an current LPL agency. The father-son crew joins from Raymond James and noted to LPL it served around $200 million in advisory, brokerage and retirement strategy belongings*.
Collectively, the pair provides far more than 60 decades of working experience supporting a assortment of clients via custom-made investment and prosperity management approaches that tackle their exclusive requires. With a qualifications in information know-how, Jeremy grew up viewing his father make a variance in the life of business owners, company executives, health care specialists, family members and retirees by encouraging them work towards their dreams by customized financial setting up. He later went on to operate alongside Steve ahead of ultimately taking on a guide job in their observe in 2014.
“As a loved ones group that has labored collectively for above a decade, my father and I are in lock action about what it usually means to be a money lover,” Jeremy mentioned. “We’ve known quite a few of our clients for yrs and locate wonderful fulfilment in encouraging them perform towards their plans and economical milestones.”
In thinking about how to present their purchasers with the most effective achievable means to provide their fiscal objectives, Jeremy and his father decided they desired a more versatile business model, turning Silverleaf and LPL for the subsequent chapter of their journey.
“Ever because I was a boy or girl, it’s been my aspiration to own my life’s get the job done – and this move to Silverleaf, accompanied by the backing of LPL, will enable me to do specifically that,” Jeremy said. “LPL offers the overall flexibility to run my business the way I want to and serve our clients’ thorough money demands. Customers want a holistic technique to their funds, and with the potential to tap into authorities these as CPAs and lawyers, I can give my shoppers differentiated company ordeals and the notice they should have.”
Justin Gibson, president of Silverleaf Prosperity Management, stated, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their exercise. At Silverleaf, we believe our teamwork method provides a broader standpoint to all we do and supplies elevated benefits to our advisors and consumers. Collectively with LPL, we will operate really hard to support the Friedman crew as they grow their organization and keep on to offer their clientele foundation with remarkable care and awareness.”
Scott Posner, LPL government vice president, Business enterprise Growth, mentioned, “We extend a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on incorporating two excellent financial advisors to their network. We’re confident that LPL’s ground breaking engineering and differentiated company activities will offer a seem basis for Jeremy and Steve’s ongoing growth. We appear forward to a extensive-lasting and successful partnership with them and the Silverleaf group.”
Advisors, discover an LPL business development representative near you.
About LPL Economical
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the organization should really get the job done for the advisor, and not the other way close to. Today, LPL is a leader** in the marketplaces we serve, supporting a lot more than 19,000 financial advisors, 800 establishment-centered expense applications and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that People in america deserve accessibility to personalised advice from a fiscal advisor. At LPL, independence signifies that advisors have the freedom they have earned to select the organization design, services, and technology resources that allow them to run their fantastic observe. And they have the liberty to take care of their customer relationships, mainly because they know their purchasers very best. Simply just place, we take care of our advisors, so they can consider treatment of their shoppers.
* Worth approximated centered on asset and keeping particulars supplied to LPL from the year 2021
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S. (Dependent on overall revenues, Financial Preparing journal 1996-2021) No. 1 provider of third-get together brokerage providers to banking companies and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – centered on described Assets Beneath Administration by Silverleaf Advisor Group – a registered expense advisor.
Securities and advisory providers provided by LPL Fiscal LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/ SIPC Advisory Providers also offered by way of Silverleaf Advisor Group, a registered expenditure adviser.
Through this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment decision advisor reps affiliated with LPL Economical LLC. We routinely disclose information and facts that might be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our site.
Silverleaf Prosperity Management, Silverleaf Advisor Team and LPL Economical are separate entities.
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