Get The New Business

LPL Financial Welcomes Integrity Wealth Team

4 min read

CHARLOTTE, N.C., Nov. 02, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) announced nowadays that Integrity Prosperity Workforce has joined LPL Financial’s broker-dealer, company registered investment decision advisor (RIA) and custodial platforms. The advisors reported owning served approximately $a hundred seventy five million in advisory and brokerage assets*. They join LPL from Ameriprise Monetary Services.   

Primarily based in Tampa, Fla., Integrity Prosperity Workforce was launched when monetary advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their techniques. They considered their capabilities complemented each and every other and that a team approach would very best reward shoppers. Collectively, they provide detailed monetary planning and socially-dependable investment decision suggestions for their consumer base of retirees and effective youthful business people.

Seeking for much more overall flexibility, added selections and the freedom to run their company on their have phrases, the advisors chose to husband or wife with LPL. “We consider the go to LPL will improve the degree of provider and suggestions selections that our shoppers should have,” Helms stated. “LPL’s built-in know-how, merged with sturdy planning software, will develop much more efficiencies in our follow and enable us differentiate the consumer practical experience. We also take pleasure in LPL’s sturdy lifestyle, values and commitment to getting treatment of its advisors.”

For Helms, who was previously affiliated with LPL, the go to LPL was a homecoming. He stated he appreciates the firm’s cultural and provider transformation, and he is thrilled to reunite with the industry leader.

For Silva, the go permitted her to rebrand her company beneath the Integrity name. She mentioned, “Our philosophy is to provide our shoppers with integrity, enable to align their investments with their values, and to be able to give back to their communities in a significant way. We take pleasure in all of the selections that LPL supplies in the ESG and SRI room.”

Scott Posner, LPL executive vice president, Organization Development, mentioned, “We lengthen a warm welcome to Lauren, Nate and their team. Taking treatment of LPL advisors is our overall concentrate and mission. We are fully commited to supporting advisors construct flourishing techniques, the place they can function on their have phrases and provide their shoppers with differentiated ordeals. LPL is uniquely positioned in the impartial marketplace to make ongoing investments in modern abilities and sturdy company assets developed to enable advisors meet up with the evolving requirements of the industry and their shoppers. We glance ahead to supporting the Integrity Prosperity Workforce for decades to occur.”

Advisors, uncover an LPL company enhancement representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was launched on the basic principle that the business need to get the job done for the advisor, and not the other way all around. Nowadays, LPL is a leader** in the markets we provide, supporting much more than 19,000 monetary advisors, 800 establishment-dependent investment decision plans and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Us residents should have entry to goal advice from a monetary advisor. At LPL, independence suggests that advisors have the freedom they should have to pick out the company product, services, and know-how assets that allow them to run their excellent follow. And they have the freedom to deal with their consumer interactions, due to the fact they know their shoppers very best. Simply place, we get treatment of our advisors, so they can get treatment of their shoppers.

** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S (Primarily based on whole revenues, Monetary Setting up journal 1996-2021) No. 1 supplier of 3rd-social gathering brokerage services to banking institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune five hundred as of June 2021

*Primarily based on prior company and represents assets that would have been custodied at LPL Monetary, fairly than 3rd-social gathering custodians. Reported assets and consumer numbers have not been independently and absolutely verified by LPL Monetary.

Securities and advisory services made available as a result of LPL Monetary LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC.

In the course of this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information and facts that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.

Integrity Prosperity Workforce and LPL Monetary are different entities.

Connect with Us!




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


Copyright © All rights reserved. | Newsphere by AF themes.