03/10/2022

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LPL Financial Welcomes Financial Advisor Corey Phillips

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CHARLOTTE, N.C., Jan. 06, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) declared these days that monetary advisor Corey Phillips has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms. Phillips documented to LPL that he served about $a hundred and fifteen million in advisory, brokerage and retirement property.* He joined LPL from Park Avenue Securities, element of the Guardian Existence Insurance policy Firm of The usa.

Centered in Pittsfield, Mass., Phillips’ journey to becoming a monetary advisor was a little bit exceptional. Following college or university, he teamed up with his brother and father to have a compact retail liquor keep and rental homes. “My experience as a keep owner linked me with men and women from all walks of everyday living and additional a actually exceptional layer of perspective to my get the job done in monetary advising,” reported Phillips, who sooner or later still left the retail environment to launch his new occupation as a comprehensive-time monetary advisor in 2014. The experience, he reported, gave him a personable and partaking approach to his consumer associations — he always would make an energy to exercise energetic listening, have an understanding of his clients’ monetary objective and personalize tactics to their diverse desires.

In looking for a new wealth management business, Phillips chose to move to LPL and crew up with Alex Kastrinakis, a previous colleague who joined LPL past calendar year. They approach to entirely companion and launch a new brand name later this calendar year.

Phillips said, “LPL as an market-primary companion to monetary advisors and I am eager to put into action progressive equipment and assets that LPL has to give. I feel my shoppers will now get pleasure from an effortless and intuitive investing experience, and I have all the essential abilities to diversify expenditure choices, improve my clients’ return opportunity and differentiate my exercise. Furthermore, LPL has no proprietary expenditure merchandise, so I can be a fiduciary and give tactics and insights that are in my clients’ best interests.”

Scott Posner, LPL govt vice president, Organization Advancement, said, “Our crew at LPL extends a warm welcome to Corey, and we are honored to guidance him and Alex in launching their rebranded exercise later this calendar year. We feel advisors know what is best for their shoppers, and they must be empowered with the independence and adaptability to do so. LPL strives to be a dedicated companion to our monetary advisors, offering a huge variety of differentiated solutions and progressive technological know-how encounters. We glance forward to a very long-long lasting partnership with Corey and the progress of his company.”

Advisors, obtain an LPL company progress representative close to you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the business must get the job done for the advisor, and not the other way all over. These days, LPL is a leader** in the marketplaces we serve, supporting additional than 19,000 monetary advisors, 800 establishment-based mostly expenditure programs and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the perception that People are worthy of obtain to personalized guidance from a monetary advisor. At LPL, independence indicates that advisors have the liberty they are worthy of to choose the company product, solutions, and technological know-how assets that enable them to run their best exercise. And they have the liberty to manage their consumer associations, due to the fact they know their shoppers best. Merely put, we just take care of our advisors, so they can just take care of their shoppers.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Independent Broker-Vendor in the U.S (Centered on overall revenues, Financial Scheduling magazine June 1996-2020) No. one service provider of 3rd-social gathering brokerage solutions to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

* Price approximated based mostly on asset and holding specifics supplied to LPL from the calendar year 2021

Securities and advisory solutions made available via LPL Financial LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC

Throughout this interaction, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or expenditure advisor reps affiliated with LPL Financial LLC. We routinely disclose info that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” part of our web site.

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

 

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