CHARLOTTE, N.C. , Oct. 11, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) announced right now that financial advisor Douglas Chin has joined LPL Financial’s broker-supplier, company registered investment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Partners, a substantial company on LPL’s hybrid RIA platform. He claimed getting served close to $two hundred million in advisory, brokerage and retirement strategy property*, and joins from Morgan Stanley.
Based in Pink Bank, N.J., Chin serves high-web-worth households and tiny organizations in progressing toward their ever-switching financial ambitions. With 30 yrs of working experience in the field, he delivers every customer with personalized services, using a purpose-oriented technique to investment administration. “I concentration on extended-time period organizing to assistance shoppers pursue their financial objectives, although setting up solid interactions with every and every single 1 of them in the method. I include the ‘mom rule’ in my small business philosophy, dealing with shoppers with the exact regard I give my personal mom,” Chin said.
Chin is a retired Navy Captain, getting served above 30 yrs on energetic duty and in reserves. He commanded 3 significant units and labored in nationwide and regional personnel, evaluation command and choice boards. In addition, he was an energetic member on the Board of Directors as Treasurer and Investment Committee Chairman for Navy Provide Corps Basis from 1995 to 2008. Focused to serving the greater superior and connecting with like-minded people, he was also aspect of a variety of skilled and military organizations.
Immediately after working in the wirehouse ability for most of his profession, Chin decided to launch an impartial observe in alignment with Gladstone Wealth Partners. With the transfer, he is joined by Carolyn Anderson, registered administrative assistant. Chin said, “Every small business final decision I make is in my clients’ finest passions, and the independence I will get with LPL, coupled with the additional methods from the partnership with Gladstone, is just what I will need to even more act on that basic principle. I have the exceptional freedom to regulate and progress my observe, with no problems about getting to strike quotas.”
Chin appreciates the selection of investment options and ground breaking technological innovation abilities delivered by LPL. He believes that will assistance differentiate his observe in the marketplace, as properly as elevate his services offerings to shoppers. “My shoppers will now delight in high-quality services, personalized answers and suggestions that is goal,” Chin said.
Richard Frick, running spouse and CEO at Gladstone Wealth Partners, said, “We are proud to spouse with Doug in his journey to independence. We welcome him to the Pink Bank workplace and glance forward to aiding him boost his price with shoppers and make an even extra thriving observe. The flight to quality is rising as extra advisors make the transfer to independence, and Gladstone is listed here to assistance them with custom made answers and private aid every single stage of the way.”
Scott Posner, LPL executive vice president, Enterprise Development, said, “We warmly welcome Doug to the LPL community and congratulate him on his new impartial observe. At LPL, we believe advisors know their small business finest, and we are dedicated to furnishing them with the most ground breaking small business answers and unwavering aid. We offer the flexibility and scale that embolden advisors with the autonomy to run their thriving techniques and exceed field criteria. We glance forward to supporting Doug in his extended-lasting relationship with Gladstone Wealth Partners.”
Read through about other firms that not long ago joined LPL in the LPL Money News and Media segment of LPL.com.
Advisors, uncover an LPL small business enhancement representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was started on the basic principle that the organization must get the job done for the advisor, and not the other way all over. These days, LPL is a chief** in the markets we serve, supporting extra than 19,000 financial advisors, 800 institution-dependent investment packages and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Us residents should have entry to goal direction from a financial advisor. At LPL, independence suggests that advisors have the freedom they should have to select the small business product, solutions, and technological innovation methods that let them to run their perfect observe. And they have the freedom to regulate their customer interactions, simply because they know their shoppers finest. Simply set, we just take treatment of our advisors, so they can just take treatment of their shoppers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S. (Based on complete revenues, Money Organizing journal 1996-2021) No. 1 service provider of third-social gathering brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Based on prior small business and signifies property that would have been custodied at LPL Money, relatively than third-social gathering custodians. Reported property and customer figures have not been independently and totally verified by LPL Money.
Securities and advisory solutions available by way of LPL Money LLC, an SEC- registered broker-supplier and investment advisor. Member FINRA/ SIPC
In the course of this conversation, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment advisor associates affiliated with LPL Money LLC. We routinely disclose details that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Gladstone Wealth Partners and LPL Money are independent entities.
Link with Us!