July 14, 2024


Expect exquisite business

LPL Financial Welcomes Guy Rodgers Private Wealth Strategies

CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Money LLC introduced these days that money advisor Dude Rodgers has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms. He noted owning served somewhere around $a hundred seventy five million in advisory and brokerage assets*. He joins LPL from Wells Fargo Money Advisors Network.

Just after starting his vocation as a family members attorney, Rodgers identified the need to have for far more ethical money advisors to aid people today through periods of transition, which include divorce, injuries or loss of life. He shifted to his new vocation as an advisor in 2008, launching a practice focused on furnishing advanced strategies and money setting up to guide clientele through transition. Centered in Mansfield, Texas, Dude Rodgers Non-public Wealth Procedures also has a 3 member aid staff, which include his spouse, Gina, who serves as the firm’s office manager, as effectively as his assistant Aida Chianappi, who used twenty years as a paralegal for successful family members attorneys in Texas and now delivers a large-level of company to the firm’s clientele.

“The final couple of years have been making an attempt on absolutely everyone, no matter if they’re setting up to retire, missing a work or endured the loss of life of a liked a single,” Rodgers mentioned. “In the wake of an ongoing pandemic, it’s far more vital now than at any time just before to have a proficient and ethical money advisor to aid get ready for the unanticipated everyday living functions.”

Seeking to elevate his practice, present increased company in periods of disaster and run in his clients’ ideal interest, Rodgers selected to go his small business to LPL. He mentioned, “LPL delivers a large breadth and depth of setting up and investment decision options, and most importantly, will allow me to produce differentiated company encounters for my clientele. Our slogan is ‘clarity, self confidence and concierge treatment,’ and I believe that LPL provides me the ideal selection to present all these companies to my clientele.”

Scott Posner, LPL government vice president, Enterprise Advancement, mentioned, “We welcome Dude and his staff into the LPL group and are fully commited to getting their extended-time period companion for years to occur. We will go on leveraging our scale to make ongoing investments in progressive engineering, ideal-in-class company encounters and other prosperity administration means that supply worth and aid tackle the evolving requirements of Dude Rodgers Non-public Wealth Procedures and all of our other clientele.”

Examine about other companies that recently joined LPL in the LPL Money News and Media segment of LPL.com.

Advisors, come across an LPL small business development representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the theory that the company really should perform for the advisor, and not the other way about. Now, LPL is a leader** in the markets we provide, supporting far more than 19,000 money advisors, 800 establishment-based investment decision programs and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that People are worthy of entry to goal steerage from a money advisor. At LPL, independence suggests that advisors have the freedom they are worthy of to pick out the small business design, companies, and engineering means that make it possible for them to run their perfect practice. And they have the freedom to manage their customer associations, due to the fact they know their clientele ideal. Simply put, we just take treatment of our advisors, so they can just take treatment of their clientele.

** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S (Centered on full revenues, Money Setting up journal 1996-2021) No. 1 company of 3rd-get together brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Centered on prior small business and represents assets that would have been custodied at LPL Money, fairly than 3rd-get together custodians. Described assets and customer numbers have not been independently and absolutely confirmed by LPL Money.

Securities and advisory companies supplied through LPL Money LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

All through this interaction, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Money LLC. We routinely disclose info that could be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Dude Rodgers Non-public Wealth Procedures and LPL Money are separate entities.

Connect with Us!




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


Primary Logo

Resource: LPL Money Holdings, Inc.