July 21, 2024


The business lovers

LPL Financial, The Network Welcome Clearview Wealth Partners

CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Economical LLC announced currently that the recently rebranded Clearview Wealth Partners has joined LPL Financial’s broker-seller, corporate registered expense advisor (RIA) and custodial platforms. They are aligned with The Economical Companies Community, an current LPL big enterprise. The Clearview staff reported owning served about $500 million in advisory, brokerage and retirement prepare belongings*. They join from Lincoln Economical Advisors.

Clearview Wealth Partners is a comprehensive-service prosperity management organization that primarily serves business proprietors, corporate executives and qualified athletes. The staff is led by handling partners and cofounders Monthly bill Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow financial advisors Ashley Sawyer and Mike Lemas and a four member office environment assistance staff members. They run out of three offices centered in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.

The team’s fiduciary duty and determination to supplying differentiated client service led them to obtain new partners in LPL and The Community. “We are fired up to move to a completely independent system with LPL’s sturdy electronic know-how, merged with The Network’s community assistance and more assets. We consider our customers will reward from an increased experience proper out of the gate with a single portal to entry account information and facts, along with comprehensive transparency,” Roland reported.

Westermeyer extra, “We are fired up to start our new identify and brand, with the Clearview identify denoting transparency. This move makes certain our customers will have innovative resources and assets obtainable to them. We search forward to increasing our observe and supporting customers make very good selections around their financial wellness, expense management, estate arranging, all round threat management, business continuity arranging, staff added benefits and corporate retirement ideas.”

Christopher Mercado, handling lover and main expense strategist with The Economical Companies Community, mentioned, “As the requires of much more advanced prosperity management corporations enhance, The Network’s business design continues to bring in leading offices throughout the place. We are delighted to welcome Jim, Monthly bill and the prolonged staff at Clearview Wealth Partners, as we search forward to doing the job together to elevate their client experience via our collective partnership with LPL Economical.”

Scott Posner, LPL government vice president, Business Improvement, mentioned, “We welcome Jim, Monthly bill, Ashley and Mike to LPL, and congratulate The Community for increasing its group of good quality advisors. We are honored that the Clearview staff regarded LPL’s security to provide as a very long-time period lover for their organization and customers. We continue being dedicated to investing in our advisors’ corporations to supply differentiated capabilities, integrated know-how and innovative methods built to aid them thrive. We search forward to a very long-long lasting partnership with Clearview Wealth Partners.”

Advisors, obtain an LPL business progress representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was launched on the theory that the organization should really function for the advisor, and not the other way around. Now, LPL is a chief** in the markets we provide, supporting much more than 19,000 financial advisors, 800 establishment-centered expense applications and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Us citizens are worthy of entry to personalised steering from a financial advisor. At LPL, independence indicates that advisors have the flexibility they are worthy of to pick the business design, products and services, and know-how assets that allow for them to operate their great observe. And they have the flexibility to manage their client relationships, mainly because they know their customers ideal. Simply just place, we take care of our advisors, so they can take care of their customers.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Independent Broker-Vendor in the U.S (Centered on overall revenues, Economical Preparing magazine 1996-2021) No. one company of 3rd-celebration brokerage products and services to banking companies and credit unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

*Centered on prior business and represents belongings that would have been custodied at LPL Economical, rather than 3rd-celebration custodians. Claimed belongings and client numbers have not been independently and completely verified by LPL Economical.

Securities and advisory products and services available via LPL Economical LLC, an SEC- registered broker-seller and expense advisor. Member FINRA/ SIPC

Throughout this communication, the terms “financial advisors” and “advisors” are applied to refer to registered associates and/or expense advisor associates affiliated with LPL Economical LLC. We routinely disclose information and facts that may well be important to shareholders in the “Investor Relations” or “Press Releases” segment of our website.

Clearview Wealth Partners, The Economical Companies Community and LPL Economical are different entities.

Link with Us!




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