CHARLOTTE, N.C., Nov. 09, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) declared currently that monetary advisor Scott E. Howell CFP® has joined LPL Financial’s broker-seller, company registered financial investment advisor (RIA) and custodial platforms, aligned with Gladstone Prosperity Partners, a massive business on LPL’s hybrid RIA platform. He described owning served around $400 million in advisory, brokerage and retirement approach belongings*, and joins from HSBC.
For additional than 24 several years, Howell has helped large-net-really worth families, executives and compact corporations approach, expand and shield their monetary lives by providing individualized advice customized to every client’s demands. “It is the greatest reward to construct prolonged-phrase interactions and see clients’ targets arrive to fruition,” Howell explained.
Right after investing his total vocation in wirehouse and banking channels, Howell is psyched to launch a new unbiased observe with the aid of LPL and Gladstone. He is based in Gladstone’s Chester, N.J. headquarters, with plans to quickly protected a new associate business office in Summit, N.J. He’ll also go on to provide his consumers in the New York Metropolis spot.
“I’ve expended several years looking into and examining the advisory business. I think that the unbiased product is the finest scenario situation for my consumers. It’s generally been my conclusion activity,” Howell explained. “LPL is a publicly traded Fortune five hundred business that offers all of the equipment and methods that I need to deliver for my consumers and be the finest advisor achievable. LPL has the scale, merchandise, technology, and compliance oversight that my consumers have to have. It also lets me to absolutely make the most of my CFP® designation to uphold the fiduciary standard.”
Howell explained Gladstone provides an supplemental layer of culture and infrastructure to assistance his observe thrive. “I genuinely love currently being back again in the advisor culture. The transfer lets me to devote all of my time solely to my consumers. I am additional focused and streamlined than ever in advance of, backed by wonderful companions, exploration and methods,” he explained.
Robert Hudson, founder and chairman of Gladstone Prosperity Partners, stated, “We are proud to aid Scott’s journey to independence by way of his affiliation with our Partnership product. The trend is creating momentum as additional advisors go on to transfer to independence, and we are right here to supply individualized aid each and every move of the way. We search ahead to serving to Scott boost value with consumers and construct an even additional productive observe by providing him with detailed aid, backed by the scale and methods of Gladstone and LPL.”
Scott Posner, LPL executive vice president, Company Improvement, stated, “We prolong a warm welcome to Scott and congratulate Gladstone on its continued advancement. The demand from customers for our flexible small business product proceeds to expand as advisors know they have a choice in how they construct their methods and provide their consumers. We think that advisors know their consumers finest, and they really should be equipped to construct a excellent observe that can help them deliver what their consumers need and value. We try to be a prolonged-phrase associate to advisors, providing them with sturdy methods and impressive technology created to assistance them expand and thrive. We search ahead to supporting Scott and the Gladstone group for several years to arrive.”
Advisors, obtain an LPL small business growth representative near you.
About LPL Economical
LPL Economical (Nasdaq: LPLA) was established on the theory that the firm really should operate for the advisor, and not the other way about. These days, LPL is a leader** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 establishment-based financial investment plans and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that People in america deserve entry to aim guidance from a monetary advisor. At LPL, independence indicates that advisors have the independence they deserve to choose the small business product, products and services, and technology methods that let them to run their excellent observe. And they have the independence to handle their client interactions, since they know their consumers finest. Basically set, we get treatment of our advisors, so they can get treatment of their consumers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S. (Based on complete revenues, Economical Planning journal 1996-2021) No. 1 company of 3rd-bash brokerage products and services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Based on prior small business and signifies belongings that would have been custodied at LPL Economical, relatively than 3rd-bash custodians. Documented belongings and client numbers have not been independently and absolutely confirmed by LPL Economical.
Securities and advisory products and services available by way of LPL Economical LLC, an SEC– registered broker-seller and financial investment advisor. Member FINRA/ SIPC
All over this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose details that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” section of our web page.
Gladstone Prosperity Partners and LPL Economical are separate entities.
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