LPL Financial, JFC Advisor Network Welcome River Cities Financial Services

Joseph B. Hash

CHARLOTTE, N.C., Nov. 03, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) introduced right now that River Cities Financial Providers has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms, aligning with large enterprise JFC Advisor Community. The advisors claimed having served about $350 million in advisory, brokerage and retirement system property*. They sign up for LPL from Cetera Financial Team.   

With registered workplaces in Marietta, Beverly and Chillicothe, Ohio, River Cities has a rich heritage in the local community, starting as an insurance company in 1948 before growing into prosperity administration in 1985. Manager and Owner Michael Anthony is joined by founders Leslie Futrell and Rick Walters, as perfectly as fellow monetary advisors Stacey Brooks and Keith Thieman. They are assisted by a extended-tenured four-member business help staff members.

“We are a local community-oriented group and proud to provide the quite a few tiny company homeowners, retirees and farmers in our towns. We perspective our clients as an extension of our very own family members, and we want what’s ideal for them,” Anthony reported. “We get a group method to furnishing remedies for each stage of lifetime, with providers spanning from thorough monetary setting up to staff retirement system approaches.”

What aids set River Cities apart is that its five advisors every stand for a diverse 10 years, ranging in age from mid-30s to early 70s. “We all deliver exceptional experiences and differing views to the group to assist ensure our clients’ monetary demands will be taken treatment of now and for generations to appear,” Anthony reported.

On the lookout for a new partner, the group turned to LPL for the future chapter of their company. “This transfer presents us the flexibility to continue on to establish the exercise on our very own terms, putting our clients’ pursuits at the centre of every little thing we do. With LPL, we have the steadiness of a publicly-traded firm together with innovative, built-in know-how which is in a simple structure, allowing for us to invest additional time with clients. There is absolutely nothing additional worthwhile than getting capable to sit down encounter-to-encounter with clients and assist them perform toward their monetary dreams.”

Jack Connealy, founder of JFC Advisor Community, mentioned, “We are honored to welcome River Cities Financial Providers to JFC Advisor Community. They have created an remarkable exercise, and their perseverance to elevating their company is evidenced in their selection to transfer to LPL and affiliate with JFC. In executing so, they placement on their own to even more their progress and results. They benefit not only from the know-how, tools and platforms of the major independent broker dealer in the country, but at the same time obtain a tight-knit local community of advisors and have the help and advocacy of our considerable group of market authorities at JFC. We appear forward to supporting Mike, Stacey, Keith, Les, Rickie, and the overall River Cities group.”

Scott Posner, LPL executive vice president, Business enterprise Development, mentioned, “We welcome Mike, Les, Rick, Stacey and Keith to the LPL local community and are proud that our independent system served as a differentiator for the River Cities group. As a partner with scale, our dedication to services and ongoing investments in our advisors’ organizations is unwavering. We will continue on to supply innovative capabilities and strong company remedies created to assist advisors establish their ideal exercise and deliver added value to their clients. We congratulate JFC on its ongoing progress and appear forward to a extended-lasting romantic relationship with equally JFC and River Cities Financial Providers.”

Advisors, uncover an LPL company enhancement representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the agency must perform for the advisor, and not the other way all over. Today, LPL is a leader** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 institution-dependent investment decision applications and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that People are entitled to accessibility to aim advice from a monetary advisor. At LPL, independence indicates that advisors have the flexibility they are entitled to to choose the company design, providers, and know-how resources that allow them to operate their ideal exercise. And they have the flexibility to manage their customer associations, simply because they know their clients ideal. Merely set, we get treatment of our advisors, so they can get treatment of their clients.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Dealer in the U.S (Based mostly on complete revenues, Financial Scheduling journal 1996-2021) No. one provider of third-bash brokerage providers to financial institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune five hundred as of June 2021

*Based mostly on prior company and signifies property that would have been custodied at LPL Financial, instead than third-bash custodians. Claimed property and customer quantities have not been independently and fully confirmed by LPL Financial.

Securities and advisory providers made available via LPL Financial LLC, an SEC– registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

Throughout this communication, the terms “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment decision advisor reps affiliated with LPL Financial LLC. We routinely disclose info that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our website.

River Cities Financial Providers, JFC Advisor Community and LPL Financial are separate entities.

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Media Call:Lauren Hoyt-Williams(980) 321-1232
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Resource: LPL Financial Holdings, Inc.

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