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LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

CHARLOTTE, N.C., Oct. eighteen, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced now that fiscal advisor Peter Shunyia, CFP® has joined LPL Money to start his impartial fiscal follow, Shunyia & Co. Personal Wealth Advisors. He claimed getting served somewhere around $a hundred and fifty million in advisory and retirement plan assets*. He joins LPL from Merrill Lynch.

Shunyia, a lifelong Michigan resident, operates his follow in Troy, Mich., with the support of a few business office personnel users. He has 20 several years of working experience outlining fiscal techniques for his shopper base of high-net-value men and women, physicians, retirees and organization proprietors. Shunyia requires pleasure in his meticulous and personalized solution to fiscal assistance, which consists of detailed tips, danger assessment and fiscal arranging. “As an professional advisor, I do the job to comprehend my clients’ worries and targets, totally describe my tips and deliver remarkable care and support,” mentioned Shunyia, who enjoys spending his time outside the house of do the job with his family members, fly fishing and volunteering for conservation tasks.

Searching to serve his clients’ most effective passions, broaden financial investment possibilities and choose more command of his organization, he chose to associate with LPL and align with The united states Team Retirement Tactic Facilities, a large enterprise that supports LPL-affiliated advisors. “With the robust sources, revolutionary solutions and a huge-reaching advisor network of a Fortune 500 enterprise, LPL is the correct household for my fiscal follow,” Shunyia mentioned. “The enterprise offers almost everything that my shoppers and I are seeking for — from integrated technology to fiscal arranging resources. We also have the added layer of support from The united states Team to deliver the infrastructure and support to enable me to do what I was accomplishing in a wirehouse surroundings with out missing a beat. Most importantly, this move allows me to emphasis fully on taking care of my clients’ wants.”

Joe Ruzycki, president and CEO of The united states Team Retirement Tactic Facilities, “We are fired up to welcome Peter as the 95th fiscal advisor to sign up for our developing enterprise. We believe that his prosperity of business information, mixed with our potent support and LPL’s robust system, will support Peter build a profitable impartial follow and stand out from the levels of competition. It has been an complete satisfaction having to know Peter and helping him with the changeover and we glimpse ahead to our long-long lasting partnership.”

Scott Posner, LPL executive vice president, Organization Advancement, stated, “We prolong a heat welcome to Peter and congratulate him on launching his new impartial follow. Advisors are at the heart of almost everything we do, and we repeatedly spend in revolutionary abilities to deliver them with differentiated support and sources. We are proud to offer you advisors with prosperity administration solutions and organization solutions created to support established them get in their current market and insert worth for shoppers. We congratulate The united states Team on developing its network of high quality advisors and glimpse ahead to supporting Shunyia & Co. Personal Wealth Advisors for several years to occur.”

Read about other companies that just lately joined LPL in the LPL Money News and Media area of LPL.com.

Advisors, uncover an LPL organization improvement representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was established on the theory that the firm should really do the job for the advisor, and not the other way close to. Today, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 fiscal advisors, 800 institution-based mostly financial investment applications and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Americans are entitled to entry to goal steerage from a fiscal advisor. At LPL, independence suggests that advisors have the liberty they are entitled to to decide on the organization design, products and services, and technology sources that let them to run their fantastic follow. And they have the liberty to manage their shopper associations, since they know their shoppers most effective. Merely put, we choose care of our advisors, so they can choose care of their shoppers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Supplier in the U.S (Dependent on whole revenues, Money Scheduling journal June 1996-2020) No. one company of third-celebration brokerage products and services to banking companies and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Dependent on prior organization and signifies assets that would have been custodied at LPL Money, instead than third-celebration custodians. Noted assets and shopper figures have not been independently and absolutely verified by LPL Money.

Securities and advisory products and services presented by LPL Money LLC, an SEC- registered broker-supplier and financial investment advisor. Member FINRA/ SIPC

Through this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Money LLC. We routinely disclose facts that could be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web page.

The united states Team Retirement Tactic Facilities, Shunyia & Co. Personal Wealth Advisors and LPL Money are different entities.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]