CHARLOTTE, N.C., Dec. 13, 2021 (Globe NEWSWIRE) — LPL Monetary LLC declared now that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Monetary, the firm’s worker advisor model. In becoming a member of, he will start his new independent apply, Trent Wealth Management of LPL Monetary. He described owning served around $200 million in advisory, brokerage and retirement prepare property*, and joins LPL from Wells Fargo Advisors.
Bob Trent started out his vocation in company finance and advertising right before shifting to the financial companies business in 2002. The transfer to LPL was the up coming phase towards building a brand name and multi-generational enterprise to serve shoppers for many years to occur. With Trent Wealth Management of LPL Financial’s start, Bob Trent will be the initial advisor in a new Linsco business office in Santa Rosa, Calif. He is joined by Senior Shopper Assistance Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to develop the team’s contact to the up coming technology of shoppers.
“We invested a wonderful deal of time on due diligence to obtain the greatest prosperity administration organization to serve our shoppers, equally now and into the foreseeable future,” Trent mentioned. “LPL stood out as a obvious business leader, and presents us the independence to run our enterprise on our own phrases, with much more freedom to take care of portfolios as we see suit for our shoppers. We will also reward greatly from LPL’s expansive exploration and ground breaking engineering, which lets us to work much more swiftly and efficiently. We believe the ease of performing enterprise at LPL will produce much more time for us to assistance shoppers at a higher amount.”
Linsco by LPL delivers additional layer of help
The Trent crew mentioned they respect the improved amount of help presented by LPL’s Linsco worker model, which includes the serious estate sourcing and extra advertising assets to help construct out their site and connect much more efficiently with shoppers. Linsco advisors have brand name autonomy and the means to make their own choices on the everyday functions inside their apply. With entry to LPL’s built-in prosperity administration platform and ground breaking assets, they are equipped with the tools they have to have to produce differentiated activities for shoppers. Furthermore, Linsco advisors get in depth turnkey help that involves administrative specialist companies and an skilled department administration crew to help help their plans and approach.
Scott Posner, LPL government vice president, Organization Growth, mentioned, “We welcome Bob and Anthea to the Linsco loved ones, and are honored they turned to LPL to help construct their best apply. We also welcome Oliver to our signature Advisor Institute system, which aids up and coming advisors gain useful on-the-work experience while laying the groundwork for extended-time period progress. At LPL, we fundamentally believe that advisors should serve their shoppers the way they feel is greatest, with choice and versatility in how they construct their enterprise. We will help their vision and enterprise plans by offering advisors with ground breaking abilities and enterprise remedies made to meet up with advisors exactly where they are in the evolution of their apply. We glance ahead to a extended-lasting and exciting journey with Trent Wealth Management, and are thrilled to develop the Linsco existence in Santa Rosa.”
Within the Linsco by LPL Monetary model
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About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was started on the principle that the organization should work for the advisor, and not the other way about. Right now, LPL is a leader** in the markets we serve, supporting much more than 19,000 financial advisors, 800 establishment-centered expenditure applications and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Americans ought to have entry to customized assistance from a financial advisor. At LPL, independence suggests that advisors have the freedom they ought to have to opt for the enterprise model, companies, and engineering assets that make it possible for them to run their best apply. And they have the freedom to take care of their client relationships, mainly because they know their shoppers greatest. Merely put, we acquire treatment of our advisors, so they can acquire treatment of their shoppers.
*Based on prior enterprise and represents property that would have been custodied at LPL Monetary, relatively than third-get together custodians. Reported property and client numbers have not been independently and fully verified by LPL Monetary.
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Based on overall revenues, Monetary Preparing magazine 1996-2021) No. 1 company of third-get together brokerage companies to banking institutions and credit score unions (2019-2020 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021.
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Source: LPL Monetary Holdings, Inc.