LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

Joseph B. Hash

CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) declared now that Lamont Money Group has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms, aligning with significant enterprise JFC Advisor Network. The Lamont staff reported owning served close to $200 million in advisory, brokerage and retirement plan belongings*. They join LPL from Securities The united states, aspect of the Advisor Group network of broker-sellers.

Found in Obvious Lake Financial institution & Rely on in Mason Metropolis and Obvious Lake, Iowa, Lamont Money Group was launched in 2013 and is comprised of money advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The business gives extensive and highly personalized money methods to aid consumers grow, shield and finally, transfer their legacy. “We believe that money strategies must mirror each and every phase of life its owner is in: irrespective of whether it be purchasing a very first dwelling, financing a child’s college or university instruction or arranging for retirement,” explained Lamont, who mainly is effective with large-internet-well worth people who are doing the job in the direction of retirement or previously retired.

Seeking for larger workplace efficiencies and steadiness, the staff turned to LPL and JFC. Lamont mentioned, “I’m only as prosperous as my staff, so it was important to find a spouse who can aid us conserve time and acquire additional efficiencies from integrated engineering. LPL checked that box with ClientWorks and other ground breaking capabilities, all connected by a solitary signal-on features. On top rated of that, LPL is a Fortune five hundred corporation with size and scale, which provides us steadiness and peace of brain knowing that we are with a powerful spouse. We also enjoy the extra support, means and expenditure designs delivered by JFC. It is certainly a good in shape all all over.”

Jack Connealy, founder of JFC Advisor Network, mentioned, “We are thrilled to welcome Lamont Money Group to our escalating relatives of advisors. At JFC Advisor Network, we are committed to furthering the accomplishment of our advisors and elevating their procedures.We are honored to be entrusted with this mission by Lamont Money Group, and glance ahead to our partnership with Kris, Thomas, Amy and the entire staff.”

Scott Posner, LPL govt vice president, Business enterprise Growth, mentioned, “We welcome Kris, Thomas and Amy to the LPL neighborhood. We are proud to be their spouse by offering ground breaking means, methods and engineering that can aid them be prosperous at every single phase of their business’ lifecycle. We will continue to leverage our scale to deliver price to advisors, furnishing them time-preserving, integrated capabilities so they can focus on helping their consumers pursue their lifelong money plans and aspirations. We congratulate JFC for its continued advancement, and glance ahead to a prolonged-long lasting partnership with the two JFC and Lamont Money Group.”

Advisors, find an LPL business progress representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the basic principle that the business must work for the advisor, and not the other way all over. These days, LPL is a chief** in the markets we serve, supporting additional than 19,000 money advisors, 800 institution-dependent expenditure applications and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens ought to have access to individualized advice from a money advisor. At LPL, independence means that advisors have the independence they ought to have to pick the business design, services, and engineering means that enable them to operate their fantastic practice. And they have the independence to regulate their consumer interactions, due to the fact they know their consumers finest. Simply just place, we take treatment of our advisors, so they can take treatment of their consumers.

*Centered on prior business and represents belongings that would have been custodied at LPL Money, instead than third-bash custodians. Noted belongings and consumer numbers have not been independently and thoroughly confirmed by LPL Money.

** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Vendor in the U.S (Centered on total revenues, Money Arranging journal 1996-2021) No. 1 provider of third-bash brokerage services to banks and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021

Securities and advisory services offered by way of LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC

Insurance policies goods are offered by way of LPL or its certified affiliate marketers. To the extent you are acquiring expenditure advice from a separately registered independent expenditure advisor that is not an LPL Money affiliate, remember to observe LPL Money will make no representation with regard to such entity.

If your money specialist is positioned at a financial institution or credit history union, remember to observe that the financial institution/credit history union is not registered as a broker-supplier or expenditure advisor. Registered associates of LPL might also be workforce of the financial institution/credit history union. These goods and services are staying offered by way of LPL or its affiliate marketers, which are separate entities from, and not affiliate marketers of, the financial institution/credit history union.

Securities and insurance offered by way of LPL or its affiliate marketers are:

  • Not Insured by FDIC/NCUA or Any Other Governing administration Agency
  • Not Financial institution/Credit score Union Assured
  • Not Financial institution/Credit score Union Deposits or Obligations
  • May Reduce Benefit

Throughout this interaction, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor associates affiliated with LPL Money LLC. We routinely disclose facts that might be important to shareholders in the “Investor Relations” or “Press Releases” area of our website.

Lamont Money Group, JFC Advisor Network, Obvious Lake Financial institution & Rely on and LPL Money are separate entities.

Connect with Us!

https://www.linkedin.com/corporation/lpl-money

https://www.facebook.com/LPLFinancialLLC

https://www.youtube.com/person/lplfinancialllc

Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

Next Post

Why ethics must be built into tech development

Facebook’s 1-time internal motto, “Move quick and split things”, has for yrs been a topic of parody. The social media organization — now in 1 of the most difficult periods in its historical past, beset by criticism and whistleblower leaks — is painted by some as an instance of prioritising […]

Subscribe US Now